Zachary Morgan
Zachary Morgan is a CFA, CFP-designated registered investment advisor at Advisornet Wealth Partners, based in Minnetonka, MN, with 3 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,712 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdvisorNet Wealth Partners' investment management fee is negotiable, not exceeding 2.50% annually, for both wrap and non-wrap fee arrangements. The wrap fee includes trade execution, custody, reporting, and investment management fees. The non-wrap fee does not include these additional costs. Fees may be lower or waived based on various criteria. Cash is considered an asset class and included in fee calculations.
Location
110 Cheshire Lane, Suite 200, Minnetonka, MN, 55305
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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
Zachary is an advisor with McCabe and Associates and an Investment Advisory Representative with AdvisorNet Financial Inc, dedicating full-time hours to these roles. He also works as an insurance agent selling life, health, disability, fixed annuities, and long-term care, dedicating minimal time to this activity.
Employment History
Current Registrations
Advisornet Wealth Partners
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
State Registrations15 states
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