Noah Morgan
Noah Morgan is a CFP-designated registered investment advisor at Acorn Wealth Advisors, LLC, based in Grand Blanc, MI, with 18 years of industry experience. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 809 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable for accounts over $1,000,000. For smaller accounts, including SEP and Simple IRAs, Acorn Wealth offers the American Funds Service Company Program that provides Class F-2 shares and Class 529 F-2 shares allowing investors to purchase shares of mutual funds for an annual asset-based fee of 0.85%.
Fee Estimator
Location
8305 S. Saginaw Street, Suite 2, Grand Blanc, MI, 48439
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2013Other Business ActivitiesSells Insurance
Noah is involved in several outside business activities. He manages real estate through Morgan & Morgan Property Management, LLC, dedicating minimal time, and owns ARK Tax Service, where he works as an enrolled agent providing tax preparation and bookkeeping services for about 10-20% of his time. Noah is also a life insurance agent with ASH Brokerage.
Employment History
Current Registrations
Acorn Wealth Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
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.