Beau Morgan Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beau Morgan Advisors provides financial planning, ongoing planning, and retirement‑plan consulting (including 3(21) and 3(38) advisory support) for high‑net‑worth individuals and corporate/plan clients, and delivers portfolio management through a sponsored wrap‑fee program. The firm also publishes a subscription‑based investment newsletter that is available to both clients and non‑clients.
The firm’s investment process draws on fundamental and technical analysis and modern portfolio theory, and employs a mix of strategies including tax‑management overlays, short‑term capital‑appreciation trading, income, and long‑term capital‑appreciation approaches. Accounts are typically managed on a predominantly non‑discretionary basis, and wrap‑fee accounts are subject to quarterly screening and annual cost comparisons to determine whether continued participation remains appropriate.
Noteworthy characteristics include an unusually large concentration of non‑discretionary assets (over $1 billion) and the firm’s dual role as wrap‑fee sponsor and portfolio manager — a structure that the firm addresses through share‑class selection and regular program reviews. Its subscription newsletter and formal retirement‑plan investment‑selection and monitoring practices are also less common among peers.
Client services
Expertise
Fee options
Fixed fees range from $500 to $50,000
$500 - $2,000 per hour
Percentage of Assets: 0.01% - 0.50% annually
Fee-only: Hourly fees from $500 to $2,000; Fixed fees from $500 to $50,000
Main office
Pittsford NY
Advisors at this office
1
Most active in
New York · Tennessee
Also doing business as
Beau Morgan Advisors · Beau Ventures, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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