Morgan Frees is a registered investment advisor at Addison Capital, based in Conshohocken, PA, with 4 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 278 clients with $810M 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 | 1.25% |
The maximum management fee is ordinarily 1.25% of a Client’s assets under management. Fees are negotiable and may vary based on total Client relationships and marketing considerations.
Fee Estimator
Location
20 Ash Street, Suite 330, Conshohocken, PA, 19428
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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.
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Morgan is a Director & Wealth Advisor at Addison Capital, an investment advisory firm, since November 2023. This activity takes nearly full-time, including during securities trading hours.
Employment History
Current Registrations
Addison Capital
Nest Investments Bd LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations2 states
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