JM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
296 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$469.1M
Fee Structure
Minimum Investment:$10K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000
Clients must pay a minimum annual fee of $10,000 to participate in the Morris Financial Concepts Wrap Fee Program. The fees cover advisory services, brokerage, custodial fees, and administrative expenses. The fees do not include expenses of mutual funds and ETFs. Clients can only choose Charles Schwab & Co. Inc. or Fidelity Investments as their executing broker-dealer.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
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Advisor Information
Office location
409 Coleman Blvd, Ste 100, Mount Pleasant, SC, 29464-5318
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morris Financial Concepts, INC.
March 2016 - Present · 9 yrs 10 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.