Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.25% |
| $1000K - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable for accounts over $3,000,000.
Fee Estimator
You'll pay an annual fee based on the value of your managed account. The fee is 1.50% for assets between $0 and $249,999.99, 1.25% for assets between $250,000 and $999,999.99, and 1.00% for assets between $1,000,000 and $3,000,000.00. Fees for assets above $3,000,000 are negotiable. Fees are billed quarterly in advance. The firm does not impose requirements for opening and maintaining accounts.
Areas of Practice
Advisor Information
Office location
19210 Six Penny Lane, Ste. 100, Monument, CO, 80132
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Morgan is an Investment Advisor Representative at Arkenstone Financial, LLC since 2012, providing investment advice. This activity takes about half of Morgan's time.