A.G. Morgan Financial Advisors, LLC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

A.G. Morgan Financial Advisors offers financial planning and investment advisory services. This includes creating financial plans covering investments, education funding, retirement, cash flow, insurance, employee benefits, and estate planning. A.G. Morgan also provides retirement plan consulting, investment review and analysis, variable annuity and life insurance consulting, insurance consulting, estate planning, review of asset protection plans, and review of college savings plans. They manage model portfolios on a discretionary basis.

Assets Under Management$170M
Clients387
AdvisorsN/A
Avg. per Client$450K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$25K

A.G. Morgan may charge a fee based on the value of your portfolio. This fee ranges from 0.50% to a maximum of 3.50% per year.

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A.G. Morgan Financial Advisors, LLC | TrueAdvisor