Morgan Financial manages investment portfolios and provides financial planning services, including retirement, tax, and education planning. The firm manages client portfolios on an individualized basis and clients can place restrictions on their accounts. Franklin Frederick Morgan owns the firm. Morgan Financial provides investment advice about the merits and risks of several investment alternatives.
Assets Under Management$58M
Clients195
Advisors1
Avg. per Client$300K
Avg. per Advisor$58M
Fee Structure
Investment management only (planning not offered)
Morgan Financial charges a percentage of the amount they manage for you each year, paid quarterly. The fee is negotiable. The annual fee is:
- Between 1.50% and 1.60% on the first $75,000
- Between 1.40% and 1.50% on amounts from $150,000 to $249,999
- Between 1.20% and 1.40% on amounts of $250,000 and over.
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