Morgan-aly Wealth Management Fees & Minimum

Overview

Headquarters: Waukesha, WI
Total Firm Assets: $105 million
Average High-Net-Worth Client Portfolio Size: $3.1 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: ADV 2A (2026-04-02) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.25%
$500,001	$1,000,000	1.15%
$1,000,001	$2,000,000	1.00%
$2,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,000	1.20%
$5 million	Negotiable	Negotiable
$10 million	Negotiable	Negotiable
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 59.76%
Number of High-Net-Worth Clients: 20
Total Client Accounts: 390
Discretionary Accounts: 390

Services Offered

Services: Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 328483

ADV 2A (2026-04-02) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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