NM
CFP
NM
CFP
Noah Morgan
18 Years of Experience
1 DisclosureMay Earn CommissionSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
840 clients
Average Client Portfolio
$512K average
Assets Under Management
$429.9M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8305 S. Saginaw Street, Suite 2, Grand Blanc, MI, 48439
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
June 2013Other Business ActivitiesSells Insurance
Noah is involved in several outside business activities. He manages real estate through Morgan & Morgan Property Management, LLC, dedicating minimal time, and owns ARK Tax Service, where he works as an enrolled agent providing tax preparation and bookkeeping services for about 10-20% of his time. Noah is also a life insurance agent with ASH Brokerage.
Employment History
Current Registrations
Acorn Wealth Advisors, LLC
July 2014 - Present · 11 yrs 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2014 - March 2018 · 3 yrs 10 mos
Ameriprise Financial Services, INC.
August 2013 - May 2014 · 9 mos
Ameriprise Financial Services, INC.Broker
June 2013 - May 2014 · 11 mos
J.P. Morgan Securities LLC
October 2012 - June 2013 · 8 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2013 · 8 mos
Chase Investment Services CORP.
May 2009 - October 2012 · 3 yrs 5 mos
Chase Investment Services CORP.Broker
October 2007 - October 2012 · 5 yrs
State Registrations1 state
MI
Advisor
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
No exam information available for this advisor.