Joseph Morrison is a CFP-designated registered investment advisor at True North Advisors, LLC, based in Fort Worth, TX, with 2 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 921 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The advisory fee may vary from client to client and may be reduced for clients who have multiple family members' portfolios under True North's management.
Fee Estimator
Location
3100 West 7th Street, Suite 300, Fort Worth, TX, 76107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
True North Advisors, LLC
State Registrations1 state
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