Andrew Morgan
Andrew Morgan is a registered investment advisor at Taylor & Morgan Asset Management, LLC D/b/a Tm Advisors, L, based in Troy, MI, with 8 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 452 clients with $510M 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 | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
3150 Livernois Rd., Suite 175, Troy, MI, 48083
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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 Activities
Andrew works as a consultant for Taylor & Morgan, CPA, an accounting firm, and Taylor Capital, LLC, handling investment analysis and financial reporting. These activities take about 10-20% of Andrew's time each.
Employment History
Current Registrations
Taylor & Morgan Asset Management, LLC D/b/a Tm Advisors, L
Previous Registrations
Plante Moran Financial Advisors
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.
Exams
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