Fee Schedule

Contact Morgan Financial for more details.

 
RED
WHITE
BLUE
INVESTMENT SERVICES   
Customized investment plan 
x
x
Ongoing portfolio monitoring/re-allocation
x
x
x
Quarterly meetings 
x
x
Annual meetings
x
  
Comprehensive quarterly statements 
x
x
Advisor absorbs cost on most security trades in brokerage accounts  
x
Review of employer provided retirement plans, if applicable
x
x
x
    
GOAL PLANNING   
Retirement income building and distribution planning
x
x
x
Recommendations regarding the best distribution strategy for your employer retirement plans and IRA’s
x
x
x
Development of an ongoing plan to fund retirement goals
x
x
x
Analysis of education funding strategies
x
x
x
    
TAX REDUCTION PLANNING   
Recommendations on using tax advantaged investments
x
x
x
Consultation with CPA affiliate 
x
x
Comprehensive review of tax return to highlight opportunities for maximum tax reduction strategies  
x
Current tax law notifications that could affect portfolio  
x
    
INSURANCE SERVICES   
Evaluate current coverage of all lines of insurance
x
x
x
Life, Health, Disability, Long Term Care
x
x
x
Home and Auto
x
x
x
Implement plan to provide sufficient coverage in all areas
x
x
x
    

FAMILY WEALTH AND SUCCESSION PLANNING

   
Analysis of current estate plan  
x
Consultation with affiliated estate planning attorney   
x
Assistance with proper beneficiary designations  
x
Assess needs for power of attorney, living will, trusts, etc.  
x
Elder law planning  
x
    

BUSINESS PLANNING

   
Business planning session with CPA affiliate  
x
Assess necessity for business valuation  
x
Review proper succession planning  
x
Evaluate entity structure  
x
Review and evaluate current business insurance
x
x
x
Assess current business retirement plan or need for plan
x
x
x
    

MISCELLANEOUS

   
Covered brokerage IRA fees  
x
Complimentary notary services  
x