Morgan Webb
Morgan Webb is a CFP-designated registered investment advisor at Trinity Portfolio Advisors, LLC, based in Southlake, TX, with 15 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, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 622 clients with $530M 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% |
Annual fee varies between 0% and 2.00% depending on the market value of assets under management and services rendered. Fees are negotiable.
Fee Estimator
Location
121 Countryside Court, Ste 140, Southlake, TX, 76092
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Morgan is a licensed insurance agent since 2006, offering life, health, and disability insurance solutions, dedicating a few hours per week. Morgan also provides tax preparation and business consulting services through Estrada Webb and Associates, spending about 10-20% of their time on this activity.
Employment History
Current Registrations
Trinity Portfolio Advisors, LLC
Previous Registrations
Cfo4life, L.P.
H.D. Vest Advisory Services, 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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