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Timothy Morgan

Morgan Capital Group LLC
15 Years of Experience
Alpharetta, GA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Timothy Morgan is a registered investment advisor at Morgan Capital Group LLC, based in Alpharetta, GA, with 15 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.

Morgan Capital Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$100K

Fee Structure

Minimum Investment:$1K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.40%
$250K - $1.0M1.15%
$1.0M - $2.0M0.90%
$2.0M - $10.0M0.65%
$10.0M - $25.0M0.45%
$25M+0.20%

Fees are charged quarterly in advance. Morgan Capital Group has sole discretion to negotiate lower fees or waive them in individual cases.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2300 Lakeview Parkway, Suite 700, Alpharetta, GA, 30009

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2007
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Timothy is an independent insurance agent selling insurance products since February 2020, dedicating a few hours per week to this activity. He also works as a senior recruiter for Job Site Resources since April 2019, spending about a third of his time on recruiting activities.

Employment History
Current Registrations
Morgan Capital Group LLC
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Sterne Agee Investment Advisors, INC.
November 2006 - July 2007 · 8 mos
Sterne Agee Financial Services, INC.Broker
June 2004 - June 2007 · 3 yrs
Wachovia Securities, LLC
July 2003 - June 2004 · 11 mos
Wachovia Securities, LLCBroker
July 2003 - June 2004 · 11 mos
Prudential Securities Incorporated
January 2001 - July 2003 · 2 yrs 6 mos
Prudential Securities IncorporatedBroker
January 2001 - July 2003 · 2 yrs 6 mos
Dean Witter Reynolds INC.Broker
July 1998 - January 2001 · 2 yrs 6 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.
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