Morton Brown Family Wealth

Retirement Planning Firm in Allentown, PA

Firm Info
Address: 600 Hamilton St, Allentown, PA 18101, USA
Phone: (610) 709-5072

Firm Size
Assets Under Management: $251.7 million
# of Advisors: 3
# of Clients: 538
Client to Advisor Ratio: 179:1
Average Account Size: $467,762
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Morton Brown Family Wealth LLC Overview

Ameriprise Financial Services, LLC is a fee-based registered investment advisory firm that has been operating since 1986 and is headquartered in Minneapolis, MN. The firm is a broker-dealer, commodity pool operator/advisor, insurance broker/agent, and provides investment advice to its clients. The firm offers a range of services to its clients, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, selection of other advisors, publication of periodicals or newsletters, educational seminars and workshops, and asset allocation services. The firm's asset allocation services are particularly notable, as they help clients allocate their investment portfolios across different asset classes to help manage risk and achieve their investment goals. Overall, Ameriprise Financial Services, LLC provides a comprehensive suite of financial services to meet the needs of its clients.

MORTON BROWN FAMILY WEALTH LLC serves a broad range of clients, including individuals and high net worth individuals seeking expert financial advice and guidance. Their services are tailored to the unique needs and circumstances of each client, with a range of options available depending on the level of service desired. MORTON BROWN FAMILY WEALTH LLC offers fee structures that can accommodate a variety of circumstances. For those looking for ongoing advice and management, a percentage of assets under management (AUM) fee may be appropriate. Hourly and fixed fee structures are also available for clients requiring more specific or project-based advice. Each fee structure is designed to offer flexibility and transparency, ensuring clients receive value for the services provided. MORTON BROWN FAMILY WEALTH LLC prides themselves on their commitment to helping clients achieve their financial goals.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, the investment minimum for an initial investment in a Guided Solutions Fund account with EDWARD JONES is generally at least $5,000. However, this minimum does not apply to Benefit Plan or Zero Minimum accounts. Therefore, if you are interested in opening a Guided Solutions Fund account with EDWARD JONES, keep in mind that you will need to invest at least $5,000 to get started (unless you are opening a Benefit Plan or Zero Minimum account).

How This Office Can Help Allentown, PA Residents

Morton Brown Family Wealth is a financial advisory firm that assists clients in Allentown, PA, in achieving their financial goals. The firm offers a range of services, including wealth management, retirement planning, estate planning, tax planning, and investment management. The team at Morton Brown Family Wealth works closely with clients to understand their financial situation, assess their goals, and create a customized plan to help them achieve their objectives. Allentown, PA, is a diverse community with varying financial needs. The city has a high cost of living, which can make it challenging for residents to save for retirement or invest in their future. Additionally, many residents may face challenges such as mounting debt, high taxes, or healthcare expenses. Morton Brown Family Wealth is experienced in addressing these financial challenges and offers a comprehensive approach to help clients achieve their financial goals. They work to create a personalized plan that balances risk management with financial growth, providing clients with peace of mind and financial stability.

To view the Minimum Investment and Fee Schedule for Morton Brown Family Wealth LLC, visit their Part 2 Brochure.

Services Offered by Morton Brown Family Wealth LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Morton Brown Family Wealth LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 709-5072
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Morton Brown Family Wealth LLC is registered to service clients in the following states:

  • Florida
  • Maryland
  • Pennsylvania
  • Texas

Disciplinary History

Morton Brown Family Wealth LLC does not have any disclosures. Please visit it's Form ADV for more details.