Fee Architecture
A transparent, aligned fee structure designed to grow with your success.
Entirely independent. Completely aligned.
Unlike traditional wealth management firms, Morena operates with complete independence from financial products and platforms. This allows us to provide genuinely objective advice without conflicts of interest.
Our compensation structure is transparently aligned with client outcomes rather than transaction volumes or product sales. This alignment of interests ensures that our success is directly tied to your success.
No proprietary products or hidden commissions
Transparent fee structures aligned with your objectives
Complete independence from financial institutions
Fee Structure
Management Fee
- Transparent, asset‑based rate structure
- Billed quarterly in arrears
- Covers comprehensive portfolio design, monitoring and management
- Includes execution and detailed reporting
Performance Participation
- High‑water‑mark methodology
- Charged on quarterly basis
- Only applies to new peak values
- Ensures alignment of interests
No Entry / Exit Charges
- Zero up‑front subscription fees
- No redemption penalties
- Minimal notice period required
- Complete flexibility to exit
Transparent Value
Our fee structure is designed to align our interests with yours. We succeed only when you do, with no hidden charges or conflicts of interest.