Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
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
Advisor Information
Office location
68 Harrison Avenue, Ste 605 Pmb 50966, Boston, MA, 02115-1929
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Steven Bradley KingsleyRegulatory History
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 →Other Business ActivitiesSells Insurance
Steven is contracted as a financial planner for Blend Financial, Inc. dba Origin Insurance Services. The company name includes "Insurance Services", suggesting insurance sales are involved.