Morgan Stanley Access Investing
in Investment Advisors from Morgan Stanley
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| Minimum Initial Investment | $5,000 |
| 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.
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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.
| Description | |
|---|---|
| Annual Fee | N/A |
| Monthly 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 0.35% .
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.
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These are the investment options Morgan Stanley offers its clients.
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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 5000.Contact
- Headquarters
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201 S Main St. Ste 500
Salt Lake City, UT 84111 - Visit Site
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