Adam
Morton
Constellation Wealth Advisors
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About this Advisor
Adam Morton is a certified financial planner working out of Cincinnati, Ohio with a total of 3 years of industry experience. Morton is currently employed by Constellation Wealth Advisors. Morton has gained experience at Riverpoint Capital Management, LLC, Westwood Management, Fort Washington Investment Advisors, Inc and Constellation Wealth Advisors. Morton is able to operate in Ohio. Constellation Wealth Advisors is a financial advisory firm that has its headquarters in Cincinnati, OH. The firm has offices in two locations and a total of 30 people on staff. It controls $3 billion in assets under management among its 1,975 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves four charitable organizations. Of its 1,975 client accounts, 57% are held by high-net-worth clients who have greater than $1 million in assets. Constellation Wealth Advisors provides a number of services, including 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 management fee schedules typically vary depending on which service is offered. Fees charged by Constellation Wealth Advisors may include some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Constellation Wealth Advisors Brokerage Details
$3,047,335,087
30
1,975
$1,542,954
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
Adam Morton Work History
Adam has been registered as a financial advisor for 3 years.*
Constellation Wealth Advisors
Fort Washington Investment Advisors, Inc
Riverpoint Capital Management, LLC
Westwood Management
*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 Adam 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 Constellation Wealth Advisors
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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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.
