Eric
Selter
Morton Wealth
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About this Advisor
Eric Selter is a financial advisor based in Agoura Hills, California, working with Morton Wealth. Eric has previously held positions at Morton Capital Management and Cms Inc. Eric has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Eric is part of Morton Wealth, which operates out of Agoura Hills, California. The firm has 55 employees and manages assets totaling $2.6 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Morton Wealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morton Wealth Brokerage Details
$2,645,038,579
55
3,523
$750,792
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Eric Selter Work History
Morton Capital Management
Cms Inc
Disclosures
Please visit the SEC profile of Eric Selter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morton Wealth
Agoura Hills, CA
Agoura Hills, CA
Agoura Hills, CA
Agoura Hills, CA
Agoura Hills, CA
Agoura Hills, CA
Agoura Hills, CA
Agoura Hills, CA
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