Erik Morgan
Erik Morgan is a registered investment advisor at Retirement Financial Group, LLC, based in Beaumont, TX, with 7 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 388 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. The fee includes compensation received by the model provider and the sub adviser.
Fee Estimator
Location
1090 Longfellow Dr., Beaumont, TX, 77706
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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
Erik works as an associate advisor at Retirement National, focusing on insurance sales and services full-time. He also co-owns EK Morgan Enterprises LLC, a direct sales business for skin care, with his spouse, dedicating a few hours per week, and is an IAR at AE Wealth Management, LLC and Managing Member/IAR at Retirement Financial Group, LLC, spending about half his time at each.
Employment History
Current Registrations
Retirement Financial Group, LLC
Previous Registrations
Ae Wealth Management, LLC
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.