What are the fees, and are they worth the care you’ll receive?
We are transparent. Our Financial Advisor fees are often a percentage of assets under management. They could also include other fees related to financial planning, investment management, or other ways you choose to do business with us. We will be up front with you about our compensation.
You want a Financial Advisor to spend time with you, not make time for you.
Our relationship is at your convenience. The team meets you in person, by video, or phone, on your schedule. Our mobile apps, website, and digital vault make it easy to check in, transact, and organize your financial life.
A 1:1 relationship gets the results you’re looking for.
Concerned about being able to live the lifestyle you have today in retirement while achieving your other goals? You’ll get a personalized financial plan for you and your family’s future. We’ll identify areas of focus given where you are today—your assets, debts, income, and expenses—and where you want to be tomorrow. We tailor your plan to fit your timeline and update it as life inevitably changes.
Already talking to a few financial advisors and don’t feel satisfied?
Our clients sing a different tune. In fact,
- 97% of our clients say they are satisfied with the firm, and
- 98% are satisfied with how their Morgan Stanley Financial Advisor handles questions and requests.*
- nine in 10 Morgan Stanley clients surveyed say they felt prepared financially for the COVID-19 crisis.*