Jack Brown is a registered investment advisor at Morgan House Capital, LLC, based in East Hartford, CT, with 3 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 10 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan House charges a percentage of your portfolio each year for wealth management services. The annual fee ranges from 1.00% to 2.00% based on the scope and complexity of services, the amount of assets managed, and the overall relationship. Fees are negotiable at the advisor's discretion.
Location
225 Prospect Street, East Hartford, CT, 06108
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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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Jack owns two rental properties and manages their respective managers. He dedicates minimal time to each property.
Employment History
Current Registrations
Morgan House Capital, LLC
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Medallion Wealth Advisors, LLC
State Registrations1 state
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.