Morton Brown Family Wealth LLC

Morton Brown Family Wealth, LLC is a registered investment advisor based in Allentown, Pennsylvania, established in February 2018. The firm offers discretionary investment advisory services, including financial planning and consulting on a fee basis. Clients' investment assets are primarily allocated among individual equity, debt securities, mutual funds, and ETFs based on designated objectives. The firm may recommend insurance products on a commission basis but does not provide legal or accounting services. Clients have the option to engage unaffiliated professionals for implementation purposes. Morton Brown Family Wealth does not participate in wrap fee programs and had $398,971,327 in assets under management as of December 31, 2024. The annual investment advisory fee ranges from 0.50% to 1.25% of assets under management and is negotiable based on various factors. Clients may have fees deducted from their custodial account or billed directly. The firm generally recommends Charles Schwab & Co. Inc. as the broker-dealer/custodian. Morton Brown Family Wealth does not accept performance-based fees, and clients include individuals, business entities, trusts, and estates. The firm's investment strategies involve fundamental analysis and long-term or short-term purchases. Clients are encouraged to review financial planning issues annually, and account reviews are conducted regularly. The firm does not vote client proxies and has no disciplinary actions on record.