Nathan White is a CFP-designated registered investment advisor at Morris Financial Concepts, INC., based in Mount Pleasant, SC, with 4 years of industry experience. Nathan 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 3 more. Their firm serves 294 clients with $540M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
For Total Service Agreements (financial planning and portfolio management), accounts are subject to a minimum annual fee of $8,500.
Fee Estimator
Location
409 Coleman Blvd, Ste 100, Mount Pleasant, SC, 29464-5318
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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 →Employment History
Current Registrations
Morris Financial Concepts, INC.
Previous Registrations
Wildes Financial Strategies, INC
Independent Advisor Alliance, LLC
Coppell Advisory Solutions LLC
State Registrations1 state
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