David Morse
David Morse is a CFP-designated registered investment advisor at Element Wealth, LLC, based in Ridgeland, MS, with 41 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 743 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Household accounts may be combined to lower the applicable fee tier. Employer-sponsored retirement plan fees are 1.00% for plans $5,000,000 and under, and 0.75% for plans over $5,000,000.
Fee Estimator
Location
800 Woodlands Pky, Suite 201, Ridgeland, MS, 39157
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2016Other Business Activities
David is the CFO of Morse Speech Pathology Services LLC, dedicating minimal time to this role. This activity does not occur during market hours.
Employment History
Current Registrations
Element Wealth, LLC
Previous Registrations
Coker & Palmer
Coker & PalmerBroker
Prudential Securities IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations1 state
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.
Exams
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