Jarrett Morris is a CFP, ChFC-designated registered investment advisor at Riversedge Advisors, based in Wilmington, DE, with 19 years of industry experience. Jarrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 454 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RiversEdge Advisors' investment advisory fee is tailored to each client and can range up to 2.50% per year. This fee applies to both discretionary and non-discretionary assets. Clients receiving financial planning and consulting services may be subject to an extra fee, either added to the advisory fee or billed separately. All fee arrangements are negotiable. The advisory fee includes held-away account services through the Pontera online platform. Fees are calculated based on the daily average balance, except for accounts with Independent Managers, where fees are based on the value as of the last business day of the quarter.
Location
600 N King St, Suite 200, Wilmington, DE, 19801
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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
Jarrett is an investment advisor representative and registered representative, spending most of his time on investment advisory services. He also works as an independent insurance agent for various companies and is a partner in a public accounting firm, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Riversedge Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations1 state
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.