A New Kind of Investment
Relative strength investing can improve on the traditional investing approach
James Morgan Asset Management is not your typical investment firm. We are a fee only advisor, charging a percentage or hourly fee on assets under management, or flat or hourly fee for financial planning. This means you will never pay a commission, hidden or otherwise, on any investments. James H. Morgan is a Certified Financial Planner™ and an Investment Advisor Representative. That means he has a fiduciary duty to act in your best behalf.
The best professional team
Our business boasts top of the line services
James Morgan
Portfolio Manager and Financial Planner
Jim is a Certified Financial Planner™ (http://www.cfp.net), and has more than fifteen years experience in the financial services and investment industry, including employment with Smith Barney, Harris Upham and Merrill Lynch, Pierce Fenner and Smith.
DENVER, COLORADO
James Morgan Asset Management is a local financial advisor company
James Morgan Asset Management, LLC is a Colorado Registered Investment Advisory firm located in Broomfield, Colorado, and serving the greater Colorado area, advising clients with wealth management, investment, and other financial planning services. I provide FEE ONLY money management services and financial planning that caters specifically to your financial needs. From retirement planning to investment management to estate planning and more, James Morgan Asset Management, LLC is here to help you reach your financial goals. James Morgan Asset Management, LLC’s fee-only price model means that I do not earn any commissions on any financial or investment management and planning services. All fees and costs are disclosed to you. I am a Certified Financial Planner™ and an Investment Advisor Representative and act in your best interest.
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