Morgan Smith is a CFP-designated registered investment advisor at Worthpointe, based in Ramona, CA, with 22 years of industry experience. Morgan 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. Their firm serves 509 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WorthPointe's WM Program charges an advisory fee based on either your total assets managed by WorthPointe or your household net worth. The maximum annual fee is 1.00% of assets under management or 0.40% of household net worth. Clients using third-party advisors may have additional fees. Fees are calculated and paid quarterly in advance.
Location
Ramona, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.