Timothy Morgan
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 Estate Planning, Financial Planning & Coaching, Investment 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 | 1.40% |
| $250K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.45% |
| $25M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Location
2300 Lakeview Parkway, Suite 700, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (1)
Regulatory
July 2007Other 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
Previous Registrations
Sterne Agee Investment Advisors, INC.
Sterne Agee Financial Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
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.