Preston Morris is a registered investment advisor at Stonex Advisors INC., based in Brentwood, TN, with 32 years of industry experience. Preston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
7003 Chadwick Drive, Suite 320, Brentwood, TN, 37027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Preston is a partner in a family farm, a limited partner in another farm, and a partner in RTR Farms, LLC. He also manages a family trust and owns a rental duplex, dedicating minimal time to each of these activities, and serves as President of Morris Smith & Hayden Wealth Management, spending nearly full-time hours advising clients on their investments. The activities are not insurance related.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Asset Management, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations12 states
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