Valerie Morgan
Valerie Morgan is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in Portsmouth, NH, with 33 years of industry experience. Valerie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
875 Greenland Road, Unit A12, Portsmouth, NH, 03801
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Regulatory History (1)
Customer Dispute
April 2012Other Business Activities
Valerie owns two rental properties through the Valerie J Morgan Revocable Trust since 2020, handling renting and maintenance. This investment-related activity requires minimal time.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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.