Morgan Thomas Gough

Arkenstone Financial, LLC

21 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Arkenstone Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

139 clients

Average Client Portfolio

$563K average

Assets Under Management

$78.3M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.50%
$250K - $1000K	1.25%
$1.0M - $3.0M	1.00%
$3M+	1.00%

Fees are negotiable for assets over $3,000,000. Using the previous tier's fee percentage.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

19210 Six Penny Lane, Ste. 100, Monument, CO, 80132

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Morgan is an Investment Advisor Representative at Arkenstone Financial, LLC since 2012, providing investment advice. This activity takes about half of Morgan's time.