Natalie
Morrella
Aspiriant, LLC
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About this Advisor
Natalie Morrella is a certified financial planner working in Mountain View, California, who has 6 years of relevant experience. Morrella works at Aspiriant, LLC. Over the course of their career, Morrella has held roles at Stanford Investment Group, Inc and Aspiriant. Morrella is approved to serve investors in California and Texas. Aspiriant, LLC is a registered investment business based in Los Angeles, CA. The firm has offices in nine locations and a total of 197 advisors. It oversees $13 billion in assets under management between its 10,745 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises eight charitable organizations. Of its 10,745 client accounts, 67% belong to high-net-worth individuals who have more than $1 million in assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management are based on which services the firm provides the client. Fees charged by Aspiriant, LLC likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aspiriant, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$13,118,061,000
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
197
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
10,745
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$1,220,853
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Natalie Morrella Work History
Natalie has been registered as a financial advisor for 6 years.*
Aspiriant
Aspiriant
Stanford Investment Group, 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 Natalie Morrella 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 Aspiriant, LLC
San Diego, CA
Los Angeles, CA
Mountain View, CA
Cincinnati, OH
Waukesha, WI
Waukesha, WI
Hopkins, MN
New York, NY
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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