MOR Wealth Management offers financial planning and investment management services. Financial planning covers topics like retirement, taxes, and estate planning. Investment management includes various securities like stocks, bonds, and mutual funds. MOR Wealth Management uses Commonwealth Financial Network for some consulting and asset management programs, but MOR Wealth Management is responsible for the advice given.
Assets Under Management$380M
Clients164
Advisors3
Avg. per Client$2.3M
Avg. per Advisor$130M
www.morwm.com ·www.linkedin.com/company/mor-wealth-management ·www.facebook.com/people/mor-wealth-management/1...
Fee Structure
Minimum Investment:$2M
MOR Wealth Management provides asset management services where clients pay an annual fee based on a percentage of their portfolio. The maximum fee is 1.25%, but the exact fee schedule can vary depending on the specific program. Clients may also pay platform fees and transaction charges depending on the program they choose.
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