Grant Morris
Grant Morris is a CFA, CFP-designated registered investment advisor at Mcelhenny Sheffield Capital Management, LLC, based in Dallas, TX, with 9 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 704 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MSCM charges a management fee of up to 2% per year of the value of your account. This fee is debited monthly. The firm may reduce or waive the fee at its discretion. Fees are negotiable. MSCM may invest your account in the MSMR Fund, for which it receives a sub-advisory fee, creating a potential conflict of interest. Clients investing in the MSMR Fund will generally be subject to both MSCM's management fee and the Fund's management fees.
Location
4701 W. Lovers Lane, Dallas, TX, 75209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Grant is involved with Elkhorn Capital Partners LLC, an investment-related business focused on direct real estate investments, since September 2018. This takes about a quarter of his time.
Employment History
Current Registrations
Mcelhenny Sheffield Capital Management, LLC
State Registrations1 state
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