A.G. Morgan Financial Advisors, LLC
Assets Under Management
$174.6M
Number of Clients
387
Number of Advisors
2
Average Client AUM
$451K
AUM per Advisor
$87.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
A.G. Morgan Financial Advisors, LLC provides financial planning and discretionary/non-discretionary investment advisory services. Services include financial planning, retirement plan consulting, investment review & analysis, insurance consulting, and estate planning. They manage five model portfolios on a discretionary basis.
Fee Structure
A.G. Morgan is compensated through fixed or hourly fees for financial planning/consulting, or a percentage of assets under management. Hourly rates range from $150 to $500 per hour, and fixed fees range from $500 to $50,000. Asset-based fees range from 0.50% to 3.50%. A minimum account size of $25,000 is required, but may be waived.
Areas of Practice
Location
5260 Merrick Road, Massapequa, NY, 11758