John Morris is a registered investment advisor at Crestwood Advisors, based in Boston, MA, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,128 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are potentially negotiable and will vary from client to client based on a variety of factors, such as market value of the client’s assets under management, investment strategy, and the nature and/or complexity of the client relationship. Legacy MCT, Catamount, and Endurance clients pay their legacy fee rates, some of which are higher and some of which are lower than Crestwood’s historical fee rates.
Fee Estimator
Location
One Liberty Square, Suite 500, Boston, MA, 02109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Crestwood Advisors
Previous Registrations
Crestwood Advisors LLC
State Registrations1 state
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