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Michael Morrison
31 Years of Experience
San Diego, CA
1 DisclosureBroker
Michael Morrison is a registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 31 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
1205 Rosecrans St, San Diego, CA, 92106
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2002Settled
Employment History
Current Registrations
Wells Fargo Advisors
June 2020 - Present · 5 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Morgan StanleyBroker
December 2012 - June 2020 · 7 yrs 6 mos
Morgan Stanley
December 2012 - June 2020 · 7 yrs 6 mos
Wells Fargo Advisors, LLCBroker
April 2007 - December 2012 · 5 yrs 8 mos
Wells Fargo Advisors, LLC
April 2007 - December 2012 · 5 yrs 8 mos
Wells Fargo Investments, LLC
February 2002 - April 2007 · 5 yrs 2 mos
Wells Fargo Investments, LLCBroker
October 2001 - April 2007 · 5 yrs 6 mos
Wm Financial Services, INC.Broker
January 1999 - October 2001 · 2 yrs 9 mos
Griffin Financial ServicesBroker
March 1998 - January 1999 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1997 - March 1998 · 1 yr 2 mos
Prudential Securities IncorporatedBroker
December 1994 - January 1997 · 2 yrs 1 mo
State Registrations15 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.