James Morgan Asset Management builds tailored investment portfolios and offers comprehensive financial planning for individuals and families. James Morgan Asset Management helps clients navigate retirement planning, risk management, college savings, cash flow, debt management, employee benefits, and estate and business planning. The firm takes a personalized approach by evaluating each client's specific financial situation, goals, and risk tolerance before designing an investment strategy. In addition to investment management, the firm provides guidance on tax strategies and coordinates with an affiliated legal practice for estate and tax legal services when needed. James Morgan Asset Management serves individuals, high net-worth individuals, and business owners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees for accounts over $1,000,000 are negotiable.