Sandy Morris Financial & Estate Planning Services, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Sandy Morris Financial provides investment advice through investment advisor representatives. They offer model portfolio management and asset management services, tailoring advice to individual client needs. They primarily advise on mutual funds, exchange-listed securities, variable annuities, and variable life insurance. Sandy Morris Financial may use sub-advisors and third-party platforms to manage assets, including those held away in defined contribution plans.
Assets Under Management$180M
Clients767
Advisors3
Avg. per Client$240K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.65% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable based on various factors. Sub-advisor fees are in addition to Sandy Morris Financial's fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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