About Moreton Capital Advisors, LLC
Based in New York City, Moreton Capital Advisors, LLC is a leading financial advisory firm with a focus on providing expert guidance to clients. With a team of experienced and knowledgeable advisors, Moreton Capital Advisors, LLC helps clients make informed financial decisions that align with their goals and objectives. While they specialize in helping individuals and families, their services are also available to businesses of various sizes.
H2: How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and guidance
- Tailors solutions to fit each client’s unique needs
- Works with clients to create personalized financial plans
- Offers ongoing support and monitoring
- Helps clients achieve their financial goals and objectives
H2: Facts and Insights
As of 2021, Moreton Capital Advisors, LLC has over $500 million in assets under management and a team of 10 experienced advisors. With over 15 years of experience in the finance industry, the firm has established itself as a trusted and reliable source of financial advice and services.
H2: Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2006 | $500 million | 10 |
H2: Financial Services Offered
- Investment management
- Financial planning
- Tax planning and preparation
- Estate planning
- Retirement planning
- Education planning
H2: Client Types
Moreton Capital Advisors, LLC serves a diverse range of clients, including:
- High-net-worth individuals and families
- Business owners and entrepreneurs
- Executives and professionals
- Retirees
- Trusts and estates
H2: Fees & Compensation
Moreton Capital Advisors, LLC operates on a fee-based structure, meaning their fees are based on a percentage of assets under management. This allows their interests to be aligned with those of their clients, as the firm’s compensation is tied directly to the performance of their clients’ investments.
H2: Background
The founder and CEO of Moreton Capital Advisors, LLC, John Moreton, has over 20 years of experience in the finance industry. He started the firm in 2006 with the goal of providing clients with personalized and comprehensive financial advice. Today, he and his team continue to uphold that mission and have helped numerous clients achieve their financial goals and secure their financial futures.
H2: Financial Advisor Disclosures to Know
As a registered investment advisor, Moreton Capital Advisors, LLC is required to disclose certain information, including any potential conflicts of interest and their fee structure. They also provide clients with a Form ADV, which includes information about their business practices, services offered, and fees charged. This transparency and disclosure demonstrate the firm’s commitment to ethical and responsible practices.