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| Minimum Initial Investment | $250,000 |
| Median Account | N/A |
| Wealth Managers | 15,000 |
| U.S. AUM (billions) | $2,050 |
Morgan Stanley Smith Barney Wealth Management Review
Morgan Stanley Smith Barney Wealth Management is offered by Morgan Stanley Smith Barney, founded in 1923 and based in New York, NY. Morgan Stanley Smith Barney Wealth Management is available in 50 states (and Washington, DC).
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What wealth management fees does Morgan Stanley Smith Barney Wealth Management charge?
Morgan Stanley Smith Barney Wealth Management 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 Wealth Management?
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 Wealth Management 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 Wealth Management?
Morgan Stanley Smith Barney Wealth Management charges an annual management fee that starts at $250 and ranges up to $10,000 .| Description | |
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| Investment Expense Ratios | 0.6% - 2.5% |
| Management / Advisory Fee | $250 - $10,000 |
What wealth management services does Morgan Stanley Smith Barney Wealth Management offer?
Wealth management companies typically offer a wide selection of services. Morgan Stanley Smith Barney provides the following:
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What investment vehicles does Morgan Stanley Smith Barney Wealth Management 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.
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These are the investment options Morgan Stanley Smith Barney offers its clients.
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What is the minimum amount you have to invest to open an account with Morgan Stanley Smith Barney Wealth Management?
The minimum amount to open an account with Morgan Stanley Smith Barney Wealth Management is 250000.Contact
- Headquarters
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1585 Broadway
New York, NY 10036 - (888) 454-3965
- Visit Site
- Email Support
About Morgan Stanley Smith Barney Wealth Management
Availability
- 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% |
Morgan Stanley Smith Barney Wealth Management Community Reviews
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