Morse Capital Partners, LLC

Morse Capital Partners, LLC is a registered investment adviser established in 2008, with advisors boasting over 60 years of collective experience. The firm offers financial advice to individuals, pension and profit-sharing plans, trusts, estates, and businesses. For financial planning, clients provide information on various aspects to assess their goals, with plans tailored to individual needs. Asset management services require a minimum investment of $1,000,000, which may be waived at the firm's discretion. Clients can opt for discretionary or non-discretionary asset management, with a focus on asset allocation and investment strategies. The firm manages over $246 million in assets as of December 31, 2024, across 347 accounts. Fees for financial planning range from $2,000 to $15,000, while asset management fees vary from 0.50% to 2.00% per annum. Fees are debited quarterly from client accounts. Morse Capital Partners does not charge performance-based fees and requires a minimum account size of $1,000,000. Clients are encouraged to review statements and confirmations from their account custodian. The firm does not have custody of client funds and provides services on a discretionary basis, with clients receiving monthly statements and confirmations. Clients are responsible for voting on proxies related to their investments. The firm does not receive economic benefits from anyone other than clients for providing advisory services.