John Morrison is a registered investment advisor at Thirteen Twenty-Two Advisors, based in Fort Worth, TX, with 3 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, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
1200 Summit Ave, Suite 502, Fort Worth, TX, 76102
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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 Activities
John is a manager at Pine Curtain Capital, LLC, a real estate investment firm, dedicating about 10% of his time. He is also the President of Bergen Capital, Inc., another real estate investment firm, spending a few hours per week.
Employment History
Current Registrations
Thirteen Twenty-Two Advisors
Previous Registrations
LPL Financial LLC
State Registrations1 state
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