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Michael Morgan

9 Years of Experience
Seattle, WA

Michael Morgan is a registered investment advisor at North Creek Capital, LLC, based in Seattle, WA, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Real Estate Investing. Their firm serves 1 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$15.3M average
Assets Under Management
$15.3M

Fee Structure

Minimum Investment:$130K
Investment management only (planning not offered)

North Creek Capital does not directly manage investments for individual investors. It manages a private fund, North Creek Capital Fund I, LLC. The fund pays North Creek Capital a 2% annual management fee, an origination fee of 1% of funds expended on qualifying assets, a loan servicing fee equal to the lesser of 0.25% or actual servicing fees incurred, and 25% of profits.

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Location

Attn: Michael Morgan, 2356 W Commodore Way, Suite 200, Seattle, WA, 98199

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is the Managing Member and sole owner of MVM Investments, LLC, a real estate investment firm, and spends minimal time on it. He also serves as the elected manager of MVM CMD, LLC, a general construction contractor, dedicating minimal time to corporate administration.

Employment History
Current Registrations
North Creek Capital, LLC
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Fairview Partners Investment Management LLC
December 2014 - August 2018 · 3 yrs 8 mos
State Registrations1 state
WA
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.
Michael Morgan - Financial Advisor | TrueAdvisor