Morey & Quinn Wealth Partners offers financial planning and investment management services. Financial planning covers cash management, risk management, insurance, education funding, retirement planning, estate and charitable giving, and tax planning. For investment management, Morey & Quinn creates and manages portfolios based on clients' goals, using equities, bonds, mutual funds, and ETFs. They manage accounts on a discretionary basis.
Assets Under Management$330M
Clients520
Advisors3
Avg. per Client$630K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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