John Morris
John Morris is a CFP-designated registered investment advisor at Tribridge Partners Financial LLC, based in Columbia, MD, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 352 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TriBridge Partners Financial generally charges between 0% and 2.00% annually based on the value of your investments. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees are negotiable. The advisory fee is paid quarterly, in advance. Clients may pay more or less than fees they may pay another advisor for the same services and may in fact pay lower fees for comparable services from other sources.
Location
6721 Columbia Gateway Drive, Suite 100, Columbia, MD, 21046
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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
John is a sales agent at TriBridge Partners, LLC, an insurance brokerage, selling life, health, disability, fixed annuities, and long-term care insurance, taking nearly full-time. He is also a principal/owner of TriBridge Partners Financial LLC, providing advisory services, taking about half of his time, and an owner of TBP Group LLC, taking minimal time.
Employment History
Current Registrations
Tribridge Partners Financial LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
State Registrations17 states
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