A complete list of active advisors currently associated with James Morgan Asset Management, LLC
Warmer can help you find a great advisor at James Morgan Asset Management, LLC or one who fits your needs even better.
This small, single-advisor firm serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including retirement, estate, tax, and business-planning advice. It generally charges percentage-of-AUM fees for portfolio management and offers fixed- or hourly-fee financial planning engagements. The firm constructs individualized investment policies and manages portfolios to match client objectives, risk tolerance, and liquidity needs, exercising discretionary authority under a limited power of attorney. Its investment analysis blends fundamental, technical, cyclical and charting methods and may include active strategies using stocks, bonds, mutual funds, ETFs and options, with attendant risks such as higher turnover and concentration. What is distinctive about the firm is an affiliation with an estate, business and tax law practice: the firm’s principal also practices law and the advisory practice may refer clients to that affiliated law firm for tax and estate legal services. That arrangement creates a potential conflict of interest that the firm discloses and intends to mitigate by maintaining fiduciary obligations, allowing clients to choose other providers, and documenting client consent for any referrals.
To learn more about the advisors currently working at James Morgan Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Broomfield, CO
| 17
|
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