Joann Morgano is a registered investment advisor at Laurel Oak Wealth Management, LLC, based in Marlton, NJ, with 18 years of industry experience. Joann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,525 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Laurel Oak's annual investment management fee, which includes financial planning, is based on the total value of your investments. The fee can range up to 2.0% annually, charged monthly. Fees can be structured as a flat percentage, a flat dollar amount, or a tiered schedule.
Location
525 Nj-73, Suite 200, Marlton, NJ, 08053
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Regulatory 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
Joann co-hosts "It's Your Money with Jo Ann and Martin" on KnetStream Networks, discussing financial topics with industry experts. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Laurel Oak Wealth Management, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.