Money Morphic, operating as MorphiCapital, provides ongoing investment advisory services based on your individual goals, risk tolerance, and time horizon. MorphiCapital creates a plan to help select a portfolio that fits your specific situation. They offer three advisory service options: Private, Growth, and Essential, which differ in planning complexity, advisor interaction, and customization. MorphiCapital also offers standalone financial plans covering assets, liabilities, income, expenses, tax status, and long-term financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
These rates apply to the Morphicapital Private Advisory plan. The firm also offers Morphicapital Growth Advisory and Morphicapital Essential Advisory plans with different rates and minimums. Minimum annual charges apply if investment minimums are not met.