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 offered 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
Investment Expense Ratios
0.6% - 2.5%
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
Acquisitions and dispositions
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
Real estate securities
Real estate debt
Global indirect investments
These are the investment options Morgan Stanley Smith Barney offers its clients.
Investment Choices Options
Pink Sheets / OTCBB
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
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.
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