George Morgenroth
George Morgenroth is a registered investment advisor at Excel Wealth Management, LLC, based in Manchester, CT, with 29 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 326 clients with $310M 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 $250K | 0.70% |
| $250K - $500K | 0.55% |
| $500K - $1.0M | 0.45% |
| $1M+ | 0.30% |
Rates reflect the Betterment Institutional schedule disclosed in the brochure; general investment management fees generally do not exceed 1.75% annually.
Fee Estimator
Location
935 Main Street, Unit E, Manchester, CT, 06040
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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
George is involved with multiple investment-related entities. He spends nearly full-time hours on Edgewater Advisors NYC, Inc., minimal time on Edgewater Advisors LTD, and about half his time on Excel Wealth Management, LLC as a Registered Investment Advisor.
Employment History
Current Registrations
Excel Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Pentegra Investors, INC.
Pentegra Distributors INC.Broker
State Registrations3 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.
Exams
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