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Featured Business Financial Advisor in Sacramento, CA
Sacramento Financial Advisors
Fountainhead Wealth Management
1451 River Park Drive, Suite 142
Sacramento, CA 95815
(916) 431-0294
“Clarity. Vision. Values”
Advisor Profile
Garrett Morgan
Name:  Garrett Morgan
Phone Number:  (916) 431-0294
Website:  Visit Website
Disclaimer
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Fountainhead Wealth, Inc. and Cambridge are not affiliated.

About Fountainhead Wealth Management

Fountainhead Wealth is the trusted source for financial
services because we go beyond the numbers on the page. We
are intensely focused on our clients' success and
understanding what they want to accomplish with their business
and personal investments. Our team of professionals connects
the dots between what you want to accomplish and the steps you
need to take to get there.

If your financial plan is not aligned with your vision for your
life the way you would like it to be, maybe we should talk.
 

General Information

CRD#:    2844791
Insurance License#:    0B94119
States Licensed in:    CA, OR, FL, TX
States Willing to do Business in:    Carmichael,Citrus Heights,Davis,Elk Grove,Fair Oaks,Rancho Cordova,Sacramento,West Sacramento
Years of Experience in Financial Services:    21
Number of Years with Current Firm:    13
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Services

Investment Types:    Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Mutual Funds, Options & Futures, Annuities, Stocks
I can meet clients in the following ways:    At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER"
Securities Licenses:    Series 63, Series 31, Series 7, Series 66
Insurance and Annuity Licenses:    Disability, Variable Annuity, Variable Life, Long Term Care, HMO, Life, Health, Annuity
Financial Organization Memberships:    Financial Services Institute, Financial Planning Association (FPA)
 

Firm Information

Assets Managed by Firm:    $200,000,000
Advisor's Number of Clients:    35
Advisor's Number of Managed Clients:    35
Advisor's Number of Planning Clients:    31
Assets Managed by Advisor:    $50,000,000
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    100,000
Compensation Methods:    Based on Assets, Hourly, Subscriptions, Flat Fee, Commissions
Fee % Based on Assets:    .5 - 1.65
Hourly Rate:    $125-325
Additional Details on Charges:    Most of our services are provided under a
comprehensive Wealth Management agreement. In
general in this type of engagement, fees are
charged monthly based on a schedule arranged in
advance and deducted from a manged portfolio.
Minimum Fee Charged for Hourly Planning Accounts:    $100/mo
 
 
 
Prepared By: Garrett Morgan

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