Terry Morris is a registered investment advisor at Kingsview Wealth Management, LLC, based in Plantation, FL, with 10 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 10,049 clients with $6.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kingsview Wealth Management's annual advisory fee for wealth and asset management services is negotiable and capped at 2.50% annually, inclusive of any asset management fees charged by Kingsview Investment Management (KIM). The standard wealth management fee schedule is:
- First $250,000 – 1.50% annually
- Next $750,000 – 1.00% annually
- Any amount over $1,000,000 – 0.75% annually
Fees are negotiable and are set at the discretion of the KWM IAR providing services. This fee is exclusive of a KIM model fee, underlying investment fees or any third-party money manager fee.
Location
1000 S Pine Island Rd, Suite 401, Plantation, FL, 33324
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Terry is a commodities broker through Kingsview LLC since 2011, which is an investment-related activity. This business shares the same address as the investment advisory and occurs simultaneously.
Employment History
Current Registrations
Kingsview Wealth Management, LLC
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.