Nathaniel Morris is a registered investment advisor at Financial Life Advisors, based in San Antonio, TX, with 22 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 209 clients with $370M 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 $1.0M | 1.15% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.35% |
Fees are negotiable. Model 2 fees are: 0.65% up to $1M, 0.60% for the next $1M, 0.50% for the next $3M, and 0.40% above $5M. Model 1 has a minimum monthly fee of $958.33. Model 2 has a minimum monthly fee of $81.25.
Fee Estimator
Location
2338 N Loop 1604 W, Ste 311, San Antonio, TX, 78248
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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
Financial Life Advisors
Previous Registrations
Cetera Advisor Networks LLCBroker
Cis Wealth Management Group
Girard Securities, INC.
Legacy Wealth Counselors
Girard Securities, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations1 state
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