Morse Asset Management, Inc.

Morse Asset Management, Inc. is an SEC registered investment advisory firm based in Darien, CT, specializing in Balanced Management and Equity management strategies. The firm offers fee-based investment advisory services to individuals and institutions, tailored to each client's objectives and guidelines. The minimum initial investment for a separate account is $1,000,000, although this requirement may be waived at the firm's discretion. Fees are charged based on a percentage of assets under management, with a tiered fee structure: 1.25% per annum on the first $10 million, 1.00% per annum on the next $10 million to $20 million, and 0.75% per annum on amounts over $20 million. Clients have the option to negotiate fee arrangements, and fees are typically deducted directly from the client's custodial account. Morse Asset Management does not engage in performance-based fees and provides investment discretion to make decisions on buying and selling securities, determining transaction amounts, selecting brokers, and setting commission rates. The firm's investment approach focuses on achieving above benchmark returns through a combination of fixed income and equity securities, tailored to each client's specific needs and objectives. The firm's principals include Robert Bradley Morse, Ian Andrew McLaughlin, and Jian Wang, who bring a wealth of experience in the financial industry to their roles. Morse Asset Management operates with a fiduciary duty to act in the best interests of its clients and maintains a Code of Ethics to ensure client interests are prioritized. Clients receive regular account reviews and reports, and the firm does not have custody of client assets.