Joseph Morson
Joseph Morson is a registered investment advisor at Stewardship Advisory Group, LLC, based in Clermont, FL, with 25 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,108 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stewardship Advisory Group offers investment management services where they provide ongoing advice and make investments based on your individual needs. The fees for investment management are charged each quarter based on the value of your portfolio. There are two fee schedules, one for fee-based asset management accounts and one for bundled financial life guidance and investment management services.
Fee-Based Asset Management Accounts:
- Up to $2 Million: 1.00% per year
- $2M-$5M: 0.75% per year
- Above $5M: 0.50% per year
Bundled Financial Life Guidance and Investment Management Services:
- $0 - $500k: 1.5% per year
- $500k - $2 Million: 1.3% per year
- $2 Million - $5 Million: 1.05% per year
- Above $5 Million: 0.80% per year
Location
17011 S.R. 50, Suite 203, Clermont, FL, 34711
Get directionsHistory
Regulatory 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
Joseph is a financial advisor and case planning specialist with Stewardship Advisory Group since 2013. He is also an insurance representative with Life Values Financial and Joseph Morson, and provides tax preparation services. Additionally, Joseph works as a pianist/accompanist for multiple churches.
Employment History
Current Registrations
Stewardship Advisory Group, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
United Planners' Financial Services of America a Limited Partner
Stewardship Legacy Coaching, LLC
Qa3 Financial LLC
Qa3 Financial CORP.Broker
G. A. Repple & Company
G. A. Repple & CompanyBroker
First Investors CorporationBroker
State Registrations13 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.