How does the advisor help clients – Key Takeaways:
Morter Investment Management LLC provides financial expertise and services to its clients, helping them achieve their financial goals and secure their future.
The following are the key takeaways of how Morter Investment Management LLC assists its clients:
- Provides personalized financial planning and investment management services
- Offers resources and tools for financial education and guidance
- Implements customized investment strategies based on client’s risk tolerance and financial objectives
- Reviews and adjusts portfolio regularly to stay aligned with client’s financial goals and market changes
Facts and Insights
Morter Investment Management LLC was founded in 2005 by experienced financial experts with a combined experience of over 50 years in the industry.
The company is based in New York and has expanded its services to clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
Morter Investment Management LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types
Morter Investment Management LLC works with a variety of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
Fees & Compensation
Morter Investment Management LLC operates on a fee-only basis, meaning the company is compensated solely by client fees. This ensures that the advisors act in the best interest of their clients without any conflicts of interest.
The fees for services rendered are based on a percentage of the client’s assets under management, with a sliding scale for larger portfolios.
Background
The founders of Morter Investment Management LLC have a long history of providing financial guidance and expertise to clients. Their years of experience, combined with their personalized approach to financial planning, make them a trusted choice for individuals and businesses seeking comprehensive financial services.
Financial Advisor Disclosures to Know
As a registered investment advisor, Morter Investment Management LLC is held to a high standard of fiduciary duty. This means that the company is required to act in the best interest of its clients at all times and disclose any conflicts of interest.
The company’s Form ADV, which outlines its services, fees, and any potential conflicts of interest, is available to the public on the Securities and Exchange Commission’s website.