Brenda Morris is a CFP-designated registered investment advisor at Humane Investing, LLC., based in Glen Allen, VA, with 20 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Socially Responsible Investing, and 1 more. Their firm serves 47 clients with $23M 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 $100K | 1.35% |
| $100K - $200K | 1.25% |
| $200K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.95% |
Rates reflect the primary First Affirmative multi-manager program schedule. Animal rights nonprofits pay 1.25% on the first $100,000. Humane Investing also offers a Schwab-based mutual fund program starting at 0.70%.
Fee Estimator
Location
Glen Allen, VA
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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 →Employment History
Current Registrations
Humane Investing, LLC.
Previous Registrations
First Affirmative Financial Network LLC
Lincoln Financial Securities Corporation
Wachovia Securities, LLC
State Registrations3 states
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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