TrueAdvisor
TrueAdvisor
CM
CM

Christopher Morgan

Ark Wealth Advisors, LLC
11 Years of Experience
Yorba Linda, CA
Sells Insurance
View SEC Summary
View SEC Summary

Christopher Morgan is a registered investment advisor at Ark Wealth Advisors, LLC, based in Yorba Linda, CA, with 11 years of industry experience. Christopher 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, Education Planning, and 7 more. Their firm serves 221 clients with $120M in assets under management.

Ark Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
221 clients
Average Client Portfolio
$534K average
Assets Under Management
$118.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee is 2.50% of assets under management. Fees are negotiable and billed monthly in advance. Separately managed account program fees may total up to 3.00% including platform costs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3960 Prospect Avenue, Suite A, Yorba Linda, CA, 92886

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christopher is a member of the Finance Committee for Friends Community Church Brea. He is also an independent insurance agent selling insurance products and a sales organizer for MDR Partners, LLC, spending minimal time on the latter.

Employment History
Current Registrations
Ark Wealth Advisors, LLC
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Morgan Stanley
April 2015 - December 2020 · 5 yrs 8 mos
Morgan StanleyBroker
March 2015 - December 2020 · 5 yrs 9 mos
State Registrations2 states
CATX
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.
More Advisors
More financial advisors in Yorba Linda, CA →All financial advisors in California →