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Sandeva Morris
16 Years of Experience
1 Disclosure
Sandeva Morris is a registered investment advisor at Sandy Morris Financial & Estate Planning Services, LLC, based in Tampa, FL, with 16 years of industry experience. Sandeva operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 767 clients with $180M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
767 clients
Average Client Portfolio
$239K average
Assets Under Management
$183.1M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.65% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable based on various factors. Sub-advisor fees are in addition to Sandy Morris Financial's fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
10015 Gallant Lane, Tampa, FL, 33625
Get directionsHistory
Regulatory History (1)
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Regulatory
July 2007Final
Employment History
Current Registrations
Sandy Morris Financial & Estate Planning Services, LLC
January 2016 - Present · 10 yrs 3 mos
Previous Registrations
Global Financial Private Capital, LLC
April 2011 - January 2017 · 5 yrs 9 mos
Legacy Financial Services, INC.Broker
August 2003 - October 2004 · 1 yr 2 mos
State Registrations1 state
FL
Advisor
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
No exam information available for this advisor.