Maximillian Morgan
Maximillian Morgan is a registered investment advisor at Lookahead Wealth LLC, based in West Linn, OR, with 8 years of industry experience. Maximillian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Investment Management, Retirement Planning. Their firm serves 199 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable. For clients of Titus Financial, the maximum fee charged is 1.45%.
Fee Estimator
Location
1980 Willamette Falls Drive, Suite 260, West Linn, OR, 97068
Get directionsHistory
Regulatory History (1)
Regulatory
May 2025Other Business Activities
Maximillian assists with bookkeeping, records management, and general business affairs for Luxe Atelier, a luxury skincare spa, since 2021. He maintains a beneficial ownership interest and spends a few hours per week on this activity.
Employment History
Current Registrations
Lookahead Wealth LLC
Previous Registrations
Titus Financial, INC.
20/20 Capital Management, INC
Investment Design Management
Matrix Capital Group, INC.Broker
Southeast Investments, N.c., INC.Broker
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.