Stephen Morman is a registered investment advisor at Provizr, based in Ann Arbor, MI, with 41 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 108 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Provizr charges an annual management fee based on the value of your portfolio. This fee is calculated and billed quarterly in advance, and it ranges between 0.50% and 1.00%. This fee is negotiable. The fee is directly deducted from your account.
Location
777 E. Eisenhower Pkwy, Suite 740, Ann Arbor, MI, 48108
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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.
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Stephen operates several businesses, including Four Financial Management and Provizr, through which he provides investment advisory services. He dedicates full-time hours to Four Financial Management and about a quarter of his time to Provizr.
Employment History
Current Registrations
Provizr
Four Financial Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations20 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.