Assets Under Management
$469.1M
Number of Clients
296
Number of Advisors
7
Average Client AUM
$1.6M
AUM per Advisor
$67.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Morris Financial Concepts, Inc. offers portfolio management services through model asset allocation portfolios. They also provide financial planning services covering areas like tax, retirement, estate, cash flow, education, investment, and insurance planning. Clients pay a wrap fee that covers advisory, brokerage, and custodial fees.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
409 Coleman Blvd, Ste 100, Mount Pleasant, SC, 29464-5318