Jonathan Morgan is a CFA-designated registered investment advisor at Holderness Investments CO, based in Charlotte, NC, with 12 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 337 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Holderness Investments charges a percentage of your portfolio value each year. The specific fee is negotiated with each client, but it is generally subject to a maximum of 1%. The fee is calculated quarterly, based on the average daily value of your investments.
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Holderness Investments CO
Previous Registrations
Mcshane Partners
Simarian Enterprises LLC
State Registrations2 states
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