Advisor at Morgan Capital 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.
Location
Alpharetta, GA 30009
Credentials
Series 63, Series 65
Industry experience
15 years
Timothy Morgan is a financial advisor with Morgan Capital Group LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His background includes roles at Manpower Engineering, Morgan Joseph, and State Farm Insurance. He also maintains a licensed insurance practice involving the sale of insurance products. Morgan Capital Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and small businesses. The firm offers both discretionary and non-discretionary managed accounts and is noted for sponsoring a wrap-fee program while primarily managing non-discretionary assets. Their investment strategies are tailored to client objectives and include asset allocation, dollar-cost averaging, and technical analysis, with planning services available on a fixed-fee or hourly basis.
Fixed financial planning fees ranging from $250 to $2,500 per project
$0 - $250,000: 1.40% $250,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.45% $25,000,001+: 0.20%
Hourly financial planning fees ranging from $200 to $300 per hour
Account minimum: $1,000 Fee-only: Financial planning fees charged as fixed fees ranging from $250 to $2,500 per project, or hourly fees ranging from $200 to $300 per hour, negotiated per client
2300 Lakeview Parkway, Suite 700
Alpharetta, GA 30009
Georgia
Manpower Engineering
2020 - Present (6 years)
Morgan Capital Group LLC
2020 - Present (6 years)
Job Site Resources
2019 - 2020 (1 year)
State Farm Insurance
2018 - 2019 (1 year)
Morgan Joseph
2017 - 2019 (2 years)
PIC Group Inc.
2014 - 2017 (3 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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