Stefanie Morgan is a CFP-designated registered investment advisor at Nrg Wealth Management, based in Oro Valley, AZ, with 27 years of industry experience. Stefanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 155 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NRG Wealth Management offers investment management services. The annual fee is a percentage of your portfolio, with a minimum annual fee of $360 for accounts under $30,000. The percentage decreases as your portfolio grows:
- $30,000 - $1,000,000: 1.25%
- $1,000,001 - $2,000,000: 1.15%
- $2,000,001 - $5,000,000: 0.85%
- $5,000,001 - $10,000,000: 0.75%
- Over $10,000,001: Negotiable
Location
12115 North Oracle Road, Suite 151, Oro Valley, AZ, 85737
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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
Stefanie owns rental properties in Richmond, VA, and manages tenants, contractors, and lease renewals. This activity takes minimal time.
Employment History
Current Registrations
Nrg Wealth Management
Previous Registrations
United Capital Financial Advisers
LPL Financial LLCBroker
Bb&t Investment Services, INC.Broker
Scott & Stringfellow, INC.Broker
Wachovia Securities, INC.Broker
Wachovia Capital Markets, INC.Broker
Wachovia Brokerage ServiceBroker
Painewebber IncorporatedBroker
Bear, Stearns & CO. INC.Broker
State Registrations4 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.