Advisor at Fairway Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fairway Investment Group, LLC
Location
Allegan, MI
Credentials
Series 66
Industry experience
1 year
Morgan Hunt is a Series 66-credentialed financial advisor with Fairway Investment Group, LLC and affiliated firms, holding one year of industry experience. Prior to his advisory roles, he worked for seven years at Martin Public Schools. He is also a representative with MEA Financial Services, where he is licensed to sell insurance products. Fairway Investment Group primarily serves individual clients associated with the Michigan Education Association and their families, providing fee-based portfolio management and advisory services. The firm utilizes a combination of fundamental, technical, and cyclical analysis and delivers investment strategies through LPL Financial-sponsored programs tailored to client objectives.
Based on Fairway Investment Group, LLC
Based on Fairway Investment Group, LLC
$0+: Up to 1.5% annually (negotiable depending on program and client) $5,000 - $10,000: Small account balance fee may be charged by LPL (for GWP under $10,000)
Commission compensation through Paradigm Equities for certain investment products; no advisory fee charged when commissions are paid on those products.
Account minimum: $5,000 Fee-only: Advisory fees up to 1.5% of assets under management, negotiable, charged quarterly in advance.
Allegan, MI
Michigan
Fairway Investment Group, LLC
2024 - Present (2 years)
Paradigm Equities, Inc.
2024 - Present (2 years)
MEA Financial Services
2024 - Present (2 years)
Martin Public Schools
2017 - 2024 (7 years)
Unemployed
2017 - 2017 (1 year)
Central Michigan University
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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