Mgp Wealth Management, LLC
Mgp Wealth Management, LLC (CRD# 150315) is a financial advisory firm headquartered in Oak Brook, IL. They manage $195,000,000 in 550 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management195MILLION
Total Number of Accounts550ACCOUNTS
Average Account Value$354,545
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Morgan Pearsall (CRD# 2266263) is an Investment Advisor Representative working at Mgp Wealth Management, LLC in Oak Brook, IL and has over 25 years of experience in the finance industry. Morgan Pearsall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.