During last year's turbulence my Morgan Stanley advisor kept me grounded and stopped me making panic decisions. The portfolio was well-diversified going in and the proactive check-ins were reassuring. This is exactly what you pay a wealth manager for.
Proactive, steadying guidance
From estate planning to managing concentrated stock positions, Morgan Stanley's team has been outstanding. They coordinated with my accountant, kept everything transparent, and the digital portal makes tracking everything simple. I trust them with the bulk of our family's assets.
Comprehensive planning, transparent
What stands out about Morgan Stanley is how personalised the service feels. My advisor took the time to map out retirement and tax considerations together, and the institutional research I get access to is excellent. Five years in and I'm genuinely confident in the relationship.
Personalised, research-backed advice
The advisory service itself is genuinely good and my advisor is knowledgeable. What leaves me torn is the cost. Between the management fee and some of the product charges, I'm paying a meaningful slice each year, and I'm not always sure the returns justify it versus a cheaper index approach.
Knowledgeable advisor
Fees feel high relative to returns
Morgan Stanley has handled my wealth management well, with an advisor who actually returns calls and explains the reasoning behind allocations. Performance has been steady and the planning tools are genuinely useful. Onboarding took longer than expected, but once set up everything ran smoothly.
Attentive advisor, useful planning tools
Lengthy onboarding