Morgan Arford
Morgan Arford is a registered investment advisor at Comprehensive Wealth Management, based in Lynnwood, WA, with 18 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 451 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM's annual advisory fee is a percentage of the value of your portfolio, covering financial planning, investment management, and ongoing monitoring. The fee generally ranges from 0.5% to 2% of the value of your portfolio. CWM requires a minimum quarterly fee of $2,750, which may be reduced or waived. If you have multiple accounts, they are combined to calculate the fee. CWM may recommend Direct Indexing, which has a 0.15% fee charged by a sub-advisor, in addition to CWM's fees.
Location
4100 194th Street Sw, Suite 205, Lynnwood, WA, 98036
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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.
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Morgan is the Chief Investment Officer at Comprehensive Wealth Management, LLC, an SEC registered investment advisor, dedicating nearly full-time hours to this role. Morgan also has officer/director positions in FUPA, Inc. and SPERO DECIMAS, LLC, which are used for holding company and charitable giving purposes, respectively, requiring minimal time commitment.
Employment History
Current Registrations
Comprehensive Wealth Management
Previous Registrations
Independent Financial Group, LLCBroker
Geneos Wealth Management, INC.Broker
Geneos Wealth Management, INC.Broker
State Registrations1 state
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