Morgan Investments manages investment portfolios for individuals, businesses, charitable organizations, and profit sharing plans. Morgan Investments supervises accounts and invests in stocks, bonds, mutual funds and short-term money instruments. Clients choose between conservative, moderate, or full equity styles of investing.
Assets Under Management$50M
Clients54
AdvisorsN/A
Avg. per Client$920K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.00% |
| $500K - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiated on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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