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
409 Coleman Blvd, Ste 100, Mount Pleasant, SC, 29464-5318
Get directionsRegulatory 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 Activities
Barbara is self-employed as a landlord for residential real estate, a role she began in April 2024. She dedicates a few hours per week to property management.