MV
CFP
MV
CFP

Morgan Baker Veth

18 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
21 advisors
Number of Clients
1,329 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$2.7B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.43%
$100K - $250K1.32%
$250K - $500K1.21%
$500K - $2.0M1.10%
$2.0M - $5.0M0.99%
$5.0M - $10.0M0.82%
$10M+0.55%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2010 Corporate Ridge, Suite 900, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bogart Wealth, LLC
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - June 2022 · 3 yrs 11 mos
Strategic Advisers LLC
June 2010 - July 2018 · 8 yrs 1 mo
Fidelity Brokerage Services LLCBroker
January 2008 - June 2022 · 14 yrs 5 mos
Fidelity Investments Institutional Services Company, INC.Broker
April 2007 - January 2008 · 9 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.