Morgan Smith is a CFP-designated registered investment advisor at Worthpointe, based in Coronado, CA, with 23 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 626 clients with $1.1B 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 | 1.00% |
Maximum annual fee is 1.00% for asset-based clients. Alternatively, clients may choose a net worth-based fee schedule with a maximum annual rate of 0.40%. Fees are negotiable.
Fee Estimator
Location
Coronado, CA
Get directionsHistory
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
Worthpointe
Previous Registrations
Constitution Wealth LLC
Trovena, LLC.
Burns Advisory Group
Miller/russell & Associates, INC.
Banc of America Investment Services, INC.
American Express Financial Advisors, INC.
State Registrations2 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
More Advisors
- Justin Mayo, CFPOrion Capital Management LLC
- Daniel White, CFPSestante Family Office
- Mark Andrews, CFPAndrews Capital Management INC
- Colin Roesler, CFA, CFP
- Hayley Beard, CFPEdward Jones
- Peter Thoms, CFAOrion Capital Management LLC