Ronald Morgan
Ronald Morgan is a PFS-designated registered investment advisor at Archer Investment Corporation, based in Carmel, IN, with 31 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,640 clients with $900M 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 $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable. Archer may charge lesser or more on each account up to a 1% investment management fee based upon certain criteria.
Fee Estimator
Location
11711 N. College Ave, Suite 200, Carmel, IN, 46032
Get directionsHistory
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 ActivitiesSells Insurance
Ronald is an independent insurance agent for Jackson National Life Insurance since 2007, spending minimal time on this. He also owns Ron Morgan EA CPA & Associates, LLC, a tax preparation and accounting business, dedicating full-time hours to it.
Employment History
Current Registrations
Archer Investment Corporation
Previous Registrations
Avantax Investment Services, INC.Broker
Summit Brokerage Services, INC.Broker
H.D. Vest Investment ServicesBroker
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.