Morgan Sizer
Morgan Sizer is a registered investment advisor at Legacy Capital Wealth Partners, LLC, based in Little Rock, AR, with 9 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 680 clients with $1.5B 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 | 1.50% |
Fees range between 0.50% and 1.50% annually depending on account size and complexity. Fees are negotiable.
Fee Estimator
Location
8315 Cantrell Road, Suite 200, Little Rock, AR, 72227
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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 Activities
Morgan is the Chief Financial Officer of RPM Consulting of Texas, LLC, managing their financial operations and dedicating a few hours per week. Morgan also manages the financial operations of Little Rock Audio, LLC, an online sporting goods retailer, spending minimal time on this activity.
Employment History
Current Registrations
Legacy Capital Wealth Partners, LLC
Previous Registrations
Trent Capital Management, INC.
Sowell Management Services
Concordius Capital Advisors
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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