Brenda Morris is a CFP-designated registered investment advisor at Humane Investing, LLC., based in Glen Allen, VA, with 19 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Socially Responsible Investing. Their firm serves 48 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $200K | 1.25% |
| $200K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.95% |
For First Affirmative’s mutual fund investment programs maintained at Schwab, the fee is 0.80% plus internal expenses and transaction fees for institutional class mutual fund shares. From this fee, First Affirmative charges .40%. For First Affirmative’s mutual fund investment programs maintained at Goldman Sachs, the fee begins at .95% but without the additional transaction fee for institutional class shares. From this fee, First Affirmative charges .40% - .50%. For accounts managed by Humane Investing using Schwab’s platform, the fee begins at .70% and decreases based on your balance. You will be paying fees for institutional class mutual fund and/or ETF fees in addition to your advisory fee.
Fee Estimator
Location
Glen Allen, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Humane Investing, LLC.
Previous Registrations
First Affirmative Financial Network LLC
Lincoln Financial Securities Corporation
Wachovia Securities, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.