Morgan Sizer
Morgan Sizer is a registered investment advisor at Legacy Capital Wealth Partners, LLC, based in Little Rock, AR, with 9 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 609 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Capital charges an annual advisory fee for managing your investments. This fee is negotiable and can range from 0.50% to 1.50% of the value of your investments. The exact fee depends on factors like the size of your portfolio, the complexity of your investments, and the amount of service you need. Legacy Capital generally requires a minimum balance of $500,000 to manage your investments, but this may be waived at Legacy Capital's discretion.
Location
8315 Cantrell Road, Suite 200, Little Rock, AR, 72227
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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 Financial Officer of RPM Consulting of Texas, LLC, managing their financial operations and dedicating a few hours per week. Morgan also manages the financial operations of Little Rock Audio, LLC, an online sporting goods retailer, spending minimal time on this activity.
Employment History
Current Registrations
Legacy Capital Wealth Partners, LLC
Previous Registrations
Trent Capital Management, INC.
Sowell Management Services
Concordius Capital Advisors
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.