Alan Morris
Alan Morris is a registered investment advisor at Advisory Services Network, based in Palm Beach Gardens, FL, with 14 years of industry experience. Alan 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, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
4440 Pga Blvd, Suite 600, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2021Other Business ActivitiesSells Insurance
Alan is an independent insurance agent since 2012, selling life insurance and annuity products, dedicating minimal time to this activity. He is also the president of Topline Printing & Graphics, Inc. and Alang Financial Services LLC, and an instructor for American Financial Education Services, spending minimal time on each.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Calton & Associates, INC.Broker
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.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.