Morris Financial Concepts (MFC) offers financial planning and investment management services. Planning covers areas like taxes, retirement, estate, cash flow, education, and insurance. Investment management uses proprietary systems and model portfolios, primarily with mutual funds and ETFs. MFC also provides consulting services to company 401k plans. Clients can choose financial planning only, investment management only, or a combination of both.
Assets Under Management$540M
Clients294
Advisors9
Avg. per Client$1.8M
Avg. per Advisor$60M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$8,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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