David Morris
David Morris is a registered investment advisor at Tribridge Partners Financial LLC, based in Columbia, MD, with 41 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 352 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TriBridge Partners Financial generally charges between 0% and 2.00% annually based on the value of your investments. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees are negotiable. The advisory fee is paid quarterly, in advance. Clients may pay more or less than fees they may pay another advisor for the same services and may in fact pay lower fees for comparable services from other sources.
Location
6721 Columbia Gateway Drive, Suite 100, Columbia, MD, 21046
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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 →Other Business ActivitiesSells Insurance
David is involved with Tribridge Partners LLC as a sales agent/owner, focusing on life, health, group life, group health, disability, and long-term care insurance, dedicating about half his time during trading hours. He also serves as a trustee and provides advisory services through IRIA, spending about a quarter of his time on this.
Employment History
Current Registrations
Tribridge Partners Financial LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
Manequity, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.