Ryan Morgan is a CFP-designated registered investment advisor at Northcoast Asset Management LLC, based in Charlotte, NC, with 18 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,486 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NorthCoast Asset Management charges fixed rate fees for individually managed accounts, determined on a case-by-case basis. Factors include the amount of assets managed and the complexity of services provided. Legacy clients pay asset-based strategy fees as specified in their agreements. Fees are charged quarterly in arrears based on the net assets in the client's account. Fees are potentially subject to negotiation.
Location
3440 Toringdon Way, Suite 205, Charlotte, NC, 28277
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan owns and manages a rental property in Parker, CO since 2015. This activity takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Northcoast Asset Management LLC
Previous Registrations
Kovitz Investment Group Partners, LLC
Connectus Wealth
Fisher Investments
Linden Thomas Advisory Services, LLC
Linden Thomas and Company Securities, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Victory Capital Advisers, INC.Broker
Jackson National Life Distributors LLCBroker
State Registrations1 state
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