Morgan House offers wealth management services, including investment management and financial planning, to individuals, trusts, and estates. Investment management involves creating a portfolio strategy based on the client's goals and risk tolerance, using individual stocks, ETFs, mutual funds, and bonds. Financial planning covers areas like estate planning, college planning, tax planning, and insurance needs. Morgan House coordinates with clients' existing specialists and may provide a written summary of their financial situation and recommendations.
Fee Structure
Morgan House charges a percentage of your portfolio each year for wealth management services. The annual fee ranges from 1.00% to 2.00% based on the scope and complexity of services, the amount of assets managed, and the overall relationship. Fees are negotiable at the advisor's discretion.