Brian
Morton
Evensky & Katz/Foldes Wealth Management
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About this Advisor
Brian Morton is a certified financial planner who works out of Miami, Florida. Morton is currently employed by Evensky & Katz/Foldes Wealth Management. During their career, Morton has held roles at Evensky & Katz / Foldes Wealth Management, Texas Tech University, Morgan Stanley, Enterprise Rent-A-Car, Atradius Trade Credit Insurance Inc, Goucher College and Greekyearbook. Morton is approved to work in Texas. Evensky & Katz/Foldes Wealth Management is a financial advisory company that has its headquarters in Miami, FL. The investment advisory business has offices in two locations and a total of 38 financial advisors. It has $3 billion in assets among its 5,063 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 5,063 customer accounts, 50% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Evensky & Katz/Foldes Wealth Management has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees typically depend on which services are offered. However, fee types billed by Evensky & Katz/Foldes Wealth Management likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Evensky & Katz/Foldes Wealth Management Brokerage Details
$2,640,714,946
38
5,063
$521,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brian Morton Work History
Brian has been registered as a financial advisor for 0 years.*
Evensky & Katz / Foldes Wealth Management
Evensky & Katz / Foldes Wealth Management
Evensky & Katz / Foldes Wealth Management
Texas Tech University
Morgan Stanley
Enterprise Rent-A-Car
Atradius Trade Credit Insurance Inc
Greekyearbook
Goucher College
*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 Brian Morton 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 Evensky & Katz/Foldes Wealth Management
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Lubbock, TX
Miami, FL
Miami, FL
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.
