Morgan Lemaitre is a CFP-designated registered investment advisor at Oneseven, based in Sanibel, FL, with 13 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 16,335 clients with $7.7B 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 investment advisory fees range from 0.05% to 2.00% based on the size and complexity of the relationship. Fees are negotiable.
Fee Estimator
Location
Sanibel, FL
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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 the Vice President/Member of the Board of Trustees for the Egyptian Theatre, dedicating minimal time. Morgan also owns personal rental properties, spending minimal time, and matches businesses with insurance companies, earning commissions and spending a few hours per week. Finally, Morgan is an advisor to the board of directors for RxCell, spending about 10-20% of their time.
Employment History
Current Registrations
Oneseven
Previous Registrations
International Assets Advisory, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Goldman, Sachs & CO.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Waddell & Reed, INC.Broker
State Registrations4 states
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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