A.G. Morgan Financial Advisors, LLC

View SEC Summary

Assets Under Management

$174.6M

Number of Clients

387

Number of Advisors

Average Client AUM

$451K

AUM per Advisor

$87.3M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

A.G. Morgan offers comprehensive financial planning, retirement plan consulting, investment review & analysis, variable annuity and life insurance consulting, insurance consulting, estate planning, review of asset protection and college saving plans, comprehensive reporting, and Medicaid consulting. Investment strategies include blended, growth, and income portfolios.

Fee Structure

Minimum Investment:$25K

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance Planning

A.G. Morgan Financial Advisors, LLC

About This Firm

Fee Structure

Areas of Practice

Location

2 Advisors at this firm

James Edward Mcarthur

Vincent Jerome Camarda