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The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Morton Brown Family Wealth use?","answer":"Morton Brown Family Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $474M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Morton Brown Family Wealth have?","answer":"Morton Brown Family Wealth has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Morton Brown Family Wealth invest in?","answer":"At the end of its last fiscal year, Morton Brown Family Wealth’s separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 2% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Morton Brown Family Wealth?","answer":"Morton Brown Family Wealth’s direct owners are Kathryn Brown (50% to 75%) and Dennis Morton (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 12 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Morton Brown Family Wealth get paid?","answer":"Morton Brown Family Wealth is paid through a percentage of assets under management and fixed fees. 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