Advisor at Morling Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Morling Financial Advisors, LLC
Location
Milton, WI
Credentials
Series 65
Industry experience
6 years
Savannah Warren is a financial advisor at Morling Financial Advisors, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Morling Financial Advisors since 2019. Prior to joining Morling, she held positions at Dahl Consulting, 3 M, The Escape Game, Waytek Inc, and the University of Minnesota. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm offers discretionary investment management and financial planning, typically implementing portfolios using index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments, while maintaining client relationships and regular account reviews.
Based on Morling Financial Advisors, LLC
Based on Morling Financial Advisors, LLC
Flat fees typically recurring monthly from $150 to $5,000; retainer may be required for services up to six months
$0 - $999,999: 1.15% annually $1,000,000 - $1,999,999: 0.75% annually $2,000,000 - $4,999,999: 0.65% annually $5,000,000 - $9,999,999: 0.60% annually $10,000,000+: 0.55% annually
$400/hour for partners and advisors; $195/hour for data entry
Account minimum: $2,000,000 Minimum fee: $15,000 annual minimum investment management fee Fee-only: Flat fees ranging from $150 to $5,000 monthly; Hourly fees of $400/hour for partners and advisors, $195/hour for data entry
Milton, WI
California · Wisconsin
Morling Financial Advisors LLC
2019 - Present (7 years)
Dahl Consulting
2019 - 2019 (1 year)
3 M
2019 - 2019 (1 year)
The Escape Game
2018 - 2019 (1 year)
Waytek Inc
2017 - 2017 (1 year)
University of Minnesota
2016 - 2016 (1 year)
University of Minnesota
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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