Brian Morgan is a registered investment advisor at Landing Point Financial Group, based in Elyria, OH, with 26 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 743 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
The maximum advisory fee is 1.8% of the value of your portfolio. Fees may be negotiable based on the size and nature of the relationship, services rendered, and complexity. Financial planning services may be included in this fee.
Fee Estimator
Location
258 Abbe Rd N, Elyria, OH, 44035
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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 →Employment History
Current Registrations
Landing Point Financial Group
Previous Registrations
Apex Wealth Management, LLC
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.
Exams
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