Christopher Morgan
Christopher Morgan is a registered investment advisor at Ark Wealth Advisors, LLC, based in Yorba Linda, CA, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 185 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ark Wealth Advisors offers investment management services where they create and manage a portfolio for you. The annual fee will not exceed 2.25% of the value of your account. The fee is calculated monthly, in advance, based on the value of your account on the last day of the previous month. Fees are negotiable. They also offer Comprehensive Portfolio Management, which includes financial planning, with a maximum annual fee of 2.50%. If using a third-party manager or separately managed account, the combined fee will not exceed 3.00%. For clients using Betterment for Advisors, the combined advisory fee charged by Betterment and Ark Wealth Advisors will not exceed 1.20% annually.
Location
3960 Prospect Avenue, Suite A, Yorba Linda, CA, 92886
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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
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
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations2 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.