Todd Morris is a registered investment advisor at Great Valley Advisor Group, LLC, based in Woodbury, MN, with 25 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B 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 $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
710 Commerce Dr, Suite 150, Woodbury, MN, 55125
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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
Todd is an Investment Advisor Representative at The Capital Advisory Group Advisory Services, LLC since 2016. He also works as a tax preparation assistant and is the president of Morris Financial Services, as well as a co-owner and managing partner of The Capital Advisory Group, LLC.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
The Capital Advisory Group Advisory Services, LLC
Investors Capital Advisory
Investors Capital CORP.Broker
Woodbury Financial Services, 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.