David Morgan
David Morgan is a registered investment advisor at Simplicity Wealth, based in Palm Coast, FL, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
Palm Coast, FL
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Regulatory History (1)
Regulatory
June 2015Other Business ActivitiesSells Insurance
David is a managing member of REAP, LLC, an insurance services business, since 2004. This activity takes about half of his time.
Employment History
Current Registrations
Simplicity Wealth
Reap in Wealth Management, LLC
Previous Registrations
Compass Financial Management LLC
Brookstone Capital Management LLC
Reap in Wealth Management, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.