How does the advisor help clients – Key Takeaways:
MCMORGAN & COMPANY LLC is a leading financial advisor that offers comprehensive services to its clients. With years of experience and a team of knowledgeable advisors, MCMORGAN & COMPANY LLC is dedicated to helping its clients achieve their financial goals.
Facts and Insights:
MCMORGAN & COMPANY LLC has been in the financial services industry for over 20 years and has amassed a significant amount of expertise and knowledge in the field. As a registered investment advisor, they are legally bound to act in their clients’ best interests, providing unbiased and personalized advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
- Investment management
- Wealth management
- Retirement planning
- Estate planning
- Tax planning
Client Types:
MCMORGAN & COMPANY LLC serves a diverse range of clients, including high net worth individuals, families, and institutions. They also work with individuals of all ages and investment experience levels.
Fees & Compensation:
MCMORGAN & COMPANY LLC is a fee-only advisor, meaning they do not earn commissions on investments or products they recommend. Their fees are based on a percentage of assets under management, allowing them to align their interests with their clients’ goals.
Background:
MCMORGAN & COMPANY LLC was founded by John McMorgan and has grown into a highly reputable firm with a team of experienced advisors. They prioritize building long-term relationships with their clients and providing personalized solutions to meet their diverse financial needs.
Financial Advisor Disclosures to Know:
As a registered investment advisor, MCMORGAN & COMPANY LLC has a fiduciary duty to act in their clients’ best interests. They have a clean record with no disciplinary actions or regulatory violations, allowing clients to have trust and confidence in their advice.