Morgen Rochard is a CFA, CFP-designated registered investment advisor at Origin Wealth Advisers, based in Austin, TX, with 11 years of industry experience. Morgen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 46 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Origin Wealth Advisers' fees are based on your net worth, not just the value of the investments they manage. The annual fee is $15,000 for clients with a net worth between $450,000 and $2,499,999. For clients with a net worth of $2,500,000 and above, the annual fee is 0.60% of their net worth. The first quarter's fees are due upon signing the agreement. Beginning the second quarter, fees are billed after services have been provided. You can choose to have the fees deducted directly from your account or be billed directly. Credit card payments are accepted but incur a processing fee.
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Origin Wealth Advisers
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations3 states
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