Gregory Johnson is a CFA, CFP-designated registered investment advisor at Mor Wealth Management, LLC, based in Philadelphia, PA, with 6 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 164 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MOR Wealth Management provides asset management services where clients pay an annual fee based on a percentage of their portfolio. The maximum fee is 1.25%, but the exact fee schedule can vary depending on the specific program. Clients may also pay platform fees and transaction charges depending on the program they choose.
Location
100 E Penn Square, Suite 400, Philadelphia, PA, 19107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mor Wealth Management, LLC
Previous Registrations
Commonwealth Financial Network
Riversedge Advisors
J.P. Morgan Securities LLCBroker
State Registrations1 state
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