John Morgan is a registered investment advisor at Beacon Global Advisor Network, LLC, based in Welwyn, Herts,, with 5 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 914 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 $5.0M | 2.75% |
| $5M+ | 1.00% |
Fees are negotiable based upon AUM tier level at our sole discretion. Advisor Directed managed accounts do not pay a custodian asset-based fee. Instead, the client pays custodian transaction charges in accordance with the custodian’s transaction fee schedule for each transaction. The maximum platform fee charged will be fifteen (15) basis points per annum.
Fee Estimator
Location
Welwyn, Herts,
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John works as an advisor for Blacktower Financial Management (International) Ltd, providing financial planning and investment advice since 2019. He dedicates a few hours per week to this role.
Employment History
Current Registrations
Beacon Global Advisor Network, LLC
Previous Registrations
Blacktower Financial Management (US) LLC
State Registrations1 state
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