Morganrosel Wealth Management, LLC

MorganRosel Wealth Management, LLC is a registered investment adviser specializing in managing assets for various clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, and more. Established in Highlands Ranch, CO, the firm acts as a fiduciary, always prioritizing clients' best interests. They offer a wrap fee program where clients pay a single fee for investment advisory services and custodial transaction costs, with transaction fees covered by the firm. The firm provides two main services: Wrap Asset Management and Wrap Comprehensive Portfolio Management, tailored to meet individual investment goals. The maximum annual fee for these services is 1.50%, billed quarterly based on account value. Clients must maintain a minimum household account balance of $1,000,000. The firm's investment strategies include asset allocation, fixed income, futures, ETFs, and more, with a focus on risk management and client communication. Clients have control over their investments and can place restrictions on the types of securities held in their portfolios. The firm does not recommend or offer the wrap program services of other providers. Additionally, the firm does not accept proxy authority to vote client securities. Clients are encouraged to review the firm's Code of Ethics, which ensures ethical conduct and compliance with securities laws. The firm recommends Charles Schwab & Co., Inc. as a custodian, offering a range of services and products to benefit clients. The firm discloses potential conflicts of interest related to financial assistance from product sponsors and client referrals. No financial information is provided as the firm's financial condition does not impair its ability to meet obligations.