Morgan Webb is a CFP-designated registered investment advisor at Trinity Portfolio Advisors, LLC, based in Southlake, TX, with 18 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 736 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPA offers investment management services for an annual fee based on a percentage of the value of your investments. The fee varies between 0% and 2.00% depending on the amount you invest and the type of services you receive. This fee does not include brokerage commissions or other transaction fees. TPA may charge a lower fee based on certain criteria.
TPA also offers web-based portfolio management services. This service has an additional 0.15% fee on top of TPA's annual portfolio management service fee. There is also a one-time $500 implementation fee.
Location
121 Countryside Court, Ste 140, Southlake, TX, 76092
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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 →Other Business ActivitiesSells Insurance
Morgan is a licensed insurance agent since 2006, offering life, health, and disability insurance solutions, dedicating a few hours per week. Morgan also provides tax preparation and business consulting services through Estrada Webb and Associates, spending about 10-20% of their time on this activity.
Employment History
Current Registrations
Trinity Portfolio Advisors, LLC
Previous Registrations
Cfo4life, L.P.
Ausdal Financial Partners, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations1 state
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.