Marvin Morse
Marvin Morse is a CFA-designated registered investment advisor at Blueprint Financial Advisors, based in Richmond, VA, with 29 years of industry experience. Marvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 2,330 clients with $1.4B 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 | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
All fees are negotiable. Assets are combined at the household level for determining the fee. Accounts under $1,000,000 may be subject to a quarterly minimum fee of $100.
Fee Estimator
Location
9030 Stony Point Parkway, Suite 590, Richmond, VA, 23235
Get directionsHistory
Regulatory History (3)
Regulatory
June 2026Judgment / Lien
May 2019Judgment / Lien
April 2015Employment History
Current Registrations
Blueprint Financial Advisors
Previous Registrations
Blueprint Financial Advisors
Morse Capital Partners, LLC
Morse Capital Partners, LLC
Morse Capital Partners, LLC
Morse Capital Partners, LLC
Cary Street Partners Investment Advisory, LLC
Ernst & Young Investment Advisers LLP
Wilbanks Securities, INC.Broker
Investors Security Company, INC.Broker
Scott & Stringfellow, INC.Broker
Chatfield Dean & CO., INC.Broker
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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