Michael
Privett
Morton Wealth
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About this Advisor
Michael Privett is a chartered financial consultant working out of Agoura Hills, California with a total of 2 years of relevant experience. Privett is an employee of Morton Wealth. Throughout their career, Privett has worked at Commonwealth Financial Network, Manning Wealth Management, Inc and Morton Capital Management. Privett holds a Series 63 license, designating them as a securities broker, and is approved to operate in California. Morton Wealth is an advisory company operating out of Agoura Hills, CA. It administers $2 billion in total assets among its 3,420 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 10 charitable organizations. Of its 3,420 accounts, 58% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a wide set of services, such as 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. Financial advisory fees typically depend on which service is offered. Fee types billed by Morton Wealth most likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morton Wealth Brokerage Details
$2,377,712,772
53
3,420
$695,238
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
Michael Privett Work History
Michael has been registered as a financial advisor for 2 years.*
Morton Capital Management
Commonwealth Financial Network
Manning Wealth Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Privett 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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