John Morgan
John Morgan is a registered investment advisor at Mountain View Strategic Wealth, LLC, based in Hopewell Junction, NY, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 153 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.45% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable above $5,000,000.
Fee Estimator
Location
200 North Drive, I.Park Suite 103, Hopewell Junction, NY, 12533
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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 →Employment History
Current Registrations
Mountain View Strategic Wealth, LLC
Previous Registrations
Marshall & Sterling Wealth Advisors, INC.
Marshall & Sterling Wealth Advisors, INC.
State Registrations2 states
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