Morgan Luck is a registered investment advisor at Moss, Luse & Womble, LLC, based in Plano, TX, with 5 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 492 clients with $600M 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 | 0.45% |
Fees may be reduced or waived at the sole discretion of the Advisor. These fees may be negotiated at the sole discretion of the Advisor.
Fee Estimator
Location
5160 Tennyson Parkway, Suite 2000W, Plano, TX, 75024
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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 Activities
Morgan is the treasurer for Shelby's Grace, LLC, a not-for-profit organization, since January 2023. Morgan spends minimal time on bookkeeping and financial statements for the organization.
Employment History
Current Registrations
Moss, Luse & Womble, LLC
Previous Registrations
Edward Jones
Edward Jones
Edward JonesBroker
State Registrations1 state
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