Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
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 ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
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Location

409 Coleman Blvd, Ste 100, Mount Pleasant, SC, 29464-5318

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History

Regulatory 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.

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Employment History
Current Registrations
Morris Financial Concepts, INC.
June 2021 - Present · 4 yrs 8 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.
Mimi Jo Huss - Financial Advisor | TrueAdvisor