Morgan Crawford
Morgan Crawford is a CFP-designated registered investment advisor at Headland Capital, based in Mt. Pleasant, SC, with 7 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,307 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $1.5M | 1.50% |
| $1.5M+ | 1.50% |
Fee is negotiable above $1,500,000. The percentage for the highest range of portfolio value applies to all assets.
Fee Estimator
Location
300 West Coleman Blvd., Suite 204, Mt. Pleasant, SC, 29464
Get directionsHistory
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 operates as Coastal Wealth Management, a DBA for LPL business, dedicating full-time hours. Morgan is also an insurance agent, writing and selling non-variable insurance policies, dedicating minimal time. Additionally, Morgan provides investment advisory services through Headland Capital, LLC, spending full-time hours, and works as a Registered Representative for LPL Financial LLC, spending about a quarter of their time.
Employment History
Current Registrations
Headland Capital
LPL Financial LLCBroker
Previous Registrations
Maryland Financial Group, INC.
State Registrations1 state
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