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  Morgan Stanley Access Investing

Morgan Stanley Access Investing

in Investment Advisors from Morgan Stanley

Unaffiliated

Morgan Stanley Access Investing

Unaffiliated

in Investment Advisors from Morgan Stanley

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Highlights
Highlights
Minimum Account $5
Management Fee Starting at 0.35%

Morgan Stanley Access Investing Review

Morgan Stanley Access Investing is a bank founded in 1935 and based in Salt Lake City, UT.

What fees does Morgan Stanley Access Investing charge?

Morgan Stanley Access Investing uses a fee-only model.

This means Morgan Stanley Access Investing gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an asset allocation and get paid a flat-fee or a percentage of the assets under administration. That requires that they act in their client’s financial best interest at all times.

Morgan Stanley Access Investing Fees
Description
Monthly Fee N/A
Annual Fee N/A
Management Fee Starting at 0.35%
Fee Based? Yes
Account Transfer Fee N/A
Account Termination Fee N/A
Investment Expense Ratios N/A
IRA Annual Fee N/A

What management fees does Morgan Stanley Access Investing charge?

Morgan Stanley Access Investing charges an annual management fee that starts at .35% .

Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of Morgan Stanley Access Investing?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.

Morgan Stanley Access Investing does not charge fees based on an investment expense ratio.

What features does Morgan Stanley Access Investing offer?

What type of investment accounts and asset classes does Morgan Stanley Access Investing support?

Morgan Stanley offers the following types of assets and account types.

Accounts Supported Options
Supported Options Unsupported Options
  • Individual Non-Retirement Accounts
  • Joint Non-Retirement Accounts
  • Roth IRA
  • Traditional IRA
  • Rollover IRA
  • SEP IRA
  • Trusts
  • 529 College Savings Plans
  • Employer Sponsored Plans
  • Custodial Accounts
  • These are the investment options Morgan Stanley offers its clients.

    Investment Choices Options
    Supported Options Unsupported Options
  • Stocks
  • Mutual Funds
  • ETFs
  • Options
  • FOREX
  • Futures
  • Bonds
  • Pink Sheets / OTCBB
  • Real Estate
  • Startups
  • Marketplace Loans
  • International Stocks
  • Cryptocurrencies
  • What is the minimum amount you have to invest to open an account with Morgan Stanley Access Investing?

    The minimum amount to open an account with Morgan Stanley Access Investing is 5,000.

    How does Morgan Stanley Access Investing compare to other investment advisors?

    Pros & Cons of Morgan Stanley Access Investing
    Pros Cons
  • Trades in low-cost ETFs.
  • Tax-loss harvesting available.
  • Broad selection of account types.
  • Competitive investment expense ratios.
  • Does not give access to human finance advisors.
  • Limited investment options.
  • SUPERMONEY Disclosure: SuperMoney.com is an independent, advertising-supported service. The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. Read more...

    Contact

    • Headquarters
    •   201 S Main St. Ste 500
      Salt Lake City, UT 84111
    •   Visit Site

    Other Services by Morgan Stanley

    Feature Breakdown

    Management Fee Starting at 0.35%
    Fee Based  
    Minimum Account $5
    Accounts Supported
    • Individual Non-Retirement Accounts
    • Joint Non-Retirement Accounts
    • Roth IRA
    • Traditional IRA
    Automatic Rebalancing  
    Investment Features
    • Daily Tax-loss Harvesting
    Software Managed  

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