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Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $15,000 annual minimum.","source":"MORTON CAPITAL BROCHURE MAY 2020, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Morton Capital Management use?","answer":"Morton Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.58B and Fidelity Brokerage Services LLC (Smithfield, RI), with $1.23B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Morton Capital Management have?","answer":"Morton Capital Management has 30 investment adviser representatives registered with state securities authorities, out of 58 employees, and 25 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Capital Management invest in?","answer":"At the end of its last fiscal year, Morton Capital Management’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 25% pooled vehicles (private funds and similar), 4% exchange-traded equities and 4% cash and equivalents. 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