Michael Morrow
Michael Morrow is a registered investment advisor at Aspen Creek Wealth Management, LLC, based in Southlake, TX, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 95 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspen Creek Wealth Management (ACWM) manages investment portfolios for a fee based on the total value of your investments. The fee ranges from 0.25% to 1.00% annually. These fees are negotiable. ACWM may also recommend third-party asset managers, resulting in a total fee ranging from 0.55% to 2.25% annually, which includes ACWM's fee and the third-party manager's fee. These fees are also negotiable.
Location
950 E State Highway 114, Ste. 160, Southlake, TX, 76092
Get directionsHistory
Regulatory History (5)
Regulatory
February 2021Regulatory
October 2017Regulatory
October 2013Regulatory
January 2012Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Michael is the President and owner of Aspen Creek Wealth Strategies, where he runs operations, hires agents, and markets and sells insurance products, dedicating about half his time to this role. He also serves as a Board Member and Advisor to the Board of Directors for MDM Permian, Inc, spending minimal time on this activity.
Employment History
Current Registrations
Aspen Creek Wealth Management, LLC
Previous Registrations
Dewaay Financial Network, LLCBroker
Morrow Wealth Management INC
Morrow Wealth Management INC
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
MML Investors Services, INC.Broker
MML Investors Services, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
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.