Leon Morris
Leon Morris is a ChFC-designated registered investment advisor at Abg Financial Services, INC., based in Atlanta, GA, with 2 years of industry experience. Leon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 62 clients with $9.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ABG Financial Services does not directly manage investments. Instead, ABG refers clients to third-party investment advisors like Buckingham Strategic Partners or AssetMark.
If you are referred to Buckingham Strategic Partners, the total annual fee is 1.40% of your portfolio. ABG receives 0.98% and Buckingham receives 0.42%.
If you are referred to AssetMark, the total annual fee is:
- $0 - $250,000: 1.40% (ABG: 0.99%, AssetMark: 0.41%)
- $250,001 - $500,000: 1.05% (ABG: 0.75%, AssetMark: 0.30%)
- $500,001 - $2,500,000: 0.70% (ABG: 0.50%, AssetMark: 0.20%)
These fees are negotiable.
Location
3043 Riverstone Trail, Suite 100, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Leon is the President/Owner of a business selling life, health, disability, long-term care, and annuity insurance products, dedicating about a quarter of his time. He also develops financial planning tools and educational programs, spending a few hours per week on this activity.
Employment History
Current Registrations
Abg Financial Services, INC.
Previous Registrations
Iams Wealth Management, LLC
Morris Capital Management, INC.
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.