Brian Morgan is a registered investment advisor at Landing Point Financial Group, based in Avon, OH, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 528 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
The maximum advisory fee charged by Landing Point for investment management services is 1.8 percent of assets under management. Fees may be negotiable.
Fee Estimator
Location
36901 American Way, Suite 7, Avon, OH, 44011
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Landing Point Financial Group
Previous Registrations
Apex Wealth Management, LLC
State Registrations1 state
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