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  Morgan Stanley Smith Barney

Morgan Stanley Smith Barney

in Wealth Management from Morgan Stanley Smith Barney

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Morgan Stanley Smith Barney

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in Wealth Management from Morgan Stanley Smith Barney

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Highlights
Highlights
Median Account N/A
Minimum Account $250,000
U.S. AUM (billions) $2,050
Wealth Managers 15,000

Morgan Stanley Smith Barney Review

Morgan Stanley Smith Barney is offered by Morgan Stanley Smith Barney, founded in 1923 and based in New York, NY. Morgan Stanley Smith Barney is available in 50 states (and Washington, DC).

What wealth management fees does Morgan Stanley Smith Barney charge?

Morgan Stanley Smith Barney uses a fee-only model .

Fee-only model. The main advantage of this model is clients don't have to worry their wealth managers are influenced by commissions when making financial recommendations. Fee-only advisors have a fiduciary duty toward their clients. That means they are legally required to put their clients' interests first and cannot sell them a product they don't need or that goes against their goals or risk tolerance.

What are the investment expense ratios of Morgan Stanley Smith Barney?

Hiring a wealth management firm with competitive investment fees is one of the most important steps to maximizing your portfolios performance.

Morgan Stanley Smith Barney charges an investment expense ratio that starts at 0.6% and ranges up to 2.5%

What are the annual management fees of Morgan Stanley Smith Barney?

Morgan Stanley Smith Barney charges an annual management fee that starts at $250 and ranges up to $10,000 .
Morgan Stanley Smith Barney Fees
Description
Investment Expense Ratios 0.6% - 2.5%
Fee Model Management and/or advisory fee
Management / Advisory Fee $250 - $10,000

What wealth management services does Morgan Stanley Smith Barney offer?

Wealth management companies typically offer a wide selection of services. Morgan Stanley Smith Barney provides the following:

Wealth Management Services Offered Options
Supported Options Unsupported Options
  • Strategic Research
  • Cash management
  • Accounting
  • Due diligence
  • Estate Planning
  • Investment Advice
  • Tax Planning
  • Acquisitions and dispositions
  • Financial reporting
  • What investment vehicles does Morgan Stanley Smith Barney offer?

    A well-balanced portfolio should include a mix of investments, such as stocks, bonds, real estate, and other investment vehicles. It should also contain assets with varying levels and types of risk to help minimize the overall impact if one of the portfolio's assets loses its value.

    Morgan Stanley Smith Barney offers the following types of investment portfolios and account types.

    Investment Vehicles Options
    Supported Options Unsupported Options
  • Real estate securities
  • Separate accounts
  • Real estate debt
  • Commingled funds
  • Co-investment programs
  • Global indirect investments
  • Strategic partnerships
  • These are the investment options Morgan Stanley Smith Barney offers its clients.

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

    The minimum amount to open an account with Morgan Stanley Smith Barney is 250000.

    How does Morgan Stanley Smith Barney compare to other wealth management companies?

    Pros & Cons of Morgan Stanley Smith Barney
    Pros Cons
  • Offers tax planning services.
  • Provides personalized investment advice.
  • Includes estate planning.
  • Wide selection of wealth management services offered.
  • Competitive investment expense ratios.
  • No minimum amount to open an account.
  • Investments cater to personal values with impact investing. Restriction screening is used to avoid objectionable investment opportunities.
  • High fees.
  • 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...

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    About Morgan Stanley Smith Barney

    Availability

    Alaska Alabama Arkansas Arizona California Colorado Connecticut Washington, D.C. Delaware Florida Georgia Hawaii Iowa Idaho Illinois Indiana Kansas Kentucky Louisiana Massachusetts Maryland Maine Michigan Minnesota Missouri Mississippi Montana North Carolina North Dakota Nebraska New Hampshire New Jersey New Mexico Nevada New York Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Virginia Vermont Washington Wisconsin West Virginia Wyoming
      Available in 50 states and Washington, D.C.
    • Alabama
    • Alaska
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Connecticut
    • Delaware
    • Washington, DC
    • Florida
    • Georgia
    • Hawaii
    • Idaho
    • Illinois
    • Indiana
    • Iowa
    • Kansas
    • Kentucky
    • Louisiana
    • Maine
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Mississippi
    • Missouri
    • Montana
    • Nebraska
    • Nevada
    • New Hampshire
    • New Jersey
    • New Mexico
    • New York
    • North Carolina
    • North Dakota
    • Ohio
    • Oklahoma
    • Oregon
    • Pennsylvania
    • Rhode Island
    • South Carolina
    • South Dakota
    • Tennessee
    • Texas
    • Utah
    • Vermont
    • Virginia
    • Washington
    • West Virginia
    • Wisconsin
    • Wyoming

    Feature Breakdown

    Management / Advisory Fee $250 - $10,000
    Investment Expense Ratios 0.6% - 2.5%
    Minimum Account $250,000
    U.S. AUM (billions) $2,050
    Wealth Managers 15,000
    Investment Vehicles
    • Real estate debt
    • Real estate securities
    • Separate accounts
    Wealth Management Expertise
    • Investing Advice
    • Real Estate Investing
    • Tax Planning
    Wealth Management Services Offered
    • Accounting
    • Cash management
    • Due diligence
    • Estate Planning
    • Investment Advice
    • Strategic Research
    • Tax Planning

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