Morton Brown Family Wealth LLC

Overview

Morton Brown Family Wealth LLC is an independent, individually owned registered investment adviser that focuses on serving individuals and families. The firm is SEC-registered (registration year 2018) and combines portfolio management with financial planning services for individuals and small businesses. Its fee model mixes a percentage-of-AUM schedule with fixed fees, and the firm also operates an insurance brokerage practice. Morton Brown identifies as an active ESG investor and appears to integrate ESG considerations into its client solutions. It does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives