| MORTON FINANCIAL, INC. Comprehensive Financial Planning |
| Wealth Management Services |
Morton Financial, Inc. provides asset management services to clients for a quarterly
fee calculated as a percentage of assets under management. Clients have the option
to grant Morton Financial limited trading authorization or custody of the assets.
fee calculated as a percentage of assets under management. Clients have the option
to grant Morton Financial limited trading authorization or custody of the assets.
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| Jonathan Morton, CFP® |
Morton Financial is a fee-only financial advisor firm. Fee-only financial advisors are
compensated solely by the client, typically achieved through a combination of hourly
fees (including retainers), financial planning fees, and asset management fees.
Neither advisors nor affiliates receive commissions, rebates, awards, finder’s fees,
bonuses or other forms of compensation from others as a result of a client’s
implementation of any planning recommendations. The fee-only model of
compensation reduces the potential for conflicts of interest between the advisor and
the client in that the advisor is not beholden to insurance companies, particular
investments, and other financial companies.
compensated solely by the client, typically achieved through a combination of hourly
fees (including retainers), financial planning fees, and asset management fees.
Neither advisors nor affiliates receive commissions, rebates, awards, finder’s fees,
bonuses or other forms of compensation from others as a result of a client’s
implementation of any planning recommendations. The fee-only model of
compensation reduces the potential for conflicts of interest between the advisor and
the client in that the advisor is not beholden to insurance companies, particular
investments, and other financial companies.
| Fee-Only Compensation |