Thomas Morgan
Thomas Morgan is a registered investment advisor at Massey Morgan Wealth Management, LLC, based in Medford, NJ, with 16 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Massey Morgan Wealth Management refers clients to Gradient Investments, LLC, who manages investment portfolios. The client will not pay additional advisory fees to the third-party money manager for these services. Massey Morgan receives a portion of the advisory fees charged by Gradient Investments. Here are the annual fees for different portfolio types:
- Strategic Portfolios: 2.00% total (1.00% to Gradient Investments, 1.00% to Massey Morgan)
- Tactical Portfolios: 1.80% total (0.80% to Gradient Investments, 1.00% to Massey Morgan). Gradient Investments also receives an annual fee of 0.20% from the ETF.
- Allocation & Defined Outcome Portfolios: 1.70% total (0.70% to Gradient Investments, 1.00% to Massey Morgan)
- Preservation Portfolios: 1.00% total (0.40% to Gradient Investments, 0.60% to Massey Morgan)
- Private Wealth Portfolios: 1.50% total (0.50% to Gradient Investments, 1.00% to Massey Morgan)
A quarterly technology fee of $15 is charged per account or investment strategy. These fees are negotiable.
Location
Medford, NJ
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2006Other Business ActivitiesSells Insurance
Thomas is an owner and partner of Massey Morgan Financial Solutions, LLC, spending minimal time on this business. Although he is an insurance licensed agent, he does not actively solicit insurance/annuity business, as his partner handles that aspect of the company.
Employment History
Current Registrations
Massey Morgan Wealth Management, LLC
Previous Registrations
American Investment Services
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.