Morgan Desalvo
Morgan Desalvo is a CFP-designated registered investment advisor at CBIZ Investment Advisory Services, LLC, based in Cleveland, OH, with 19 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, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,850 clients with $13B 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 | 2.00% |
Fees generally range from 0.10% to 2.0% depending on the program, account size, complexity, and services selected. Fees are negotiable in certain circumstances.
Fee Estimator
Location
5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, 44131
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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
CBIZ Investment Advisory Services, LLC
Previous Registrations
Sequoia Financial Advisors, L.L.C.
NFP Advisor Services, LLC
Strategic Advisers, INC.
Metlife Securities INC.
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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