Overview
- Headquarters
- Calabasas, CA
- Total Firm Assets
- $3.5 billion
- Average High-Net-Worth Client Portfolio Size
- $3.8 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: MORTON CAPITAL BROCHURE MAY 2020 (2025-05-15)
· View brochure text
Latest filing: MORTON CAPITAL BROCHURE MAY 2020 (2026-03-25)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 1.00% |
| $5,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $15,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $50,000 | 1.00% |
| $10 million | $75,000 | 0.75% |
| $50 million | $275,000 | 0.55% |
| $100 million | $525,000 | 0.52% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 78.85%
- Number of High-Net-Worth Clients
- 724
- Total Client Accounts
- 3,735
- Discretionary Accounts
- 3,719
- Non-Discretionary Accounts
- 16
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 141250
- MORTON CAPITAL BROCHURE MAY 2020 (2026-03-25) · View brochure text
- MORTON CAPITAL BROCHURE MAY 2020 (2025-05-15) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗