Morgan Fleites is a registered investment advisor at Fry's Path Capital, LLC, based in Charlottesville, VA, with 2 years of industry experience. Morgan 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. Their firm serves 2 clients with $5.1M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
427 Park Street, Charlottesville, VA, 22902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fry's Path Capital, LLC
State Registrations1 state
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