Kerry Morris
Kerry Morris is a CFP-designated registered investment advisor at Apo Financial Services, LLC, based in Franklin, TN, with 17 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 518 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
APO's investment advisory fee is negotiable at APO’s discretion, but generally ranges from negotiable up to 1.50%, depending upon various factors.
Fee Estimator
Location
401 Mallory Lane, Suite 100, Franklin, TN, 37067
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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 ActivitiesSells Insurance
Kerry is co-owner of HonorShield, LLC, where he trains insurance agents, dedicating about a quarter of his time. He is also President and an insurance producer at Assurance Financial Partners, LLC, focusing on insurance products and precious metals, taking nearly full-time hours, and a trainer at National Gold Consultants, spending a few hours per week.
Employment History
Current Registrations
Apo Financial Services, LLC
Previous Registrations
Apo Financial Services, LLC
Horter Investment Management, LLC
Redhawk Wealth Advisors, INC.
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.