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Amanda Morris

Familywealth
16 Years of Experience
Dallas, TX
View SEC Summary
View SEC Summary

Amanda Morris is a registered investment advisor at Familywealth, based in Dallas, TX, with 16 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 407 clients with $390M in assets under management.

Familywealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
407 clients
Average Client Portfolio
$970K average
Assets Under Management
$394.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.45%
$500K - $1.0M0.80%
$1.0M - $2.0M0.70%
$2.0M - $5.0M0.65%
$5.0M - $10.0M0.60%
$10M+0.60%

Retail clients are typically charged 1.45% (up to 2.00% for certain strategies). Institutional fee schedule shown starts at $500,000. Additional platform fees (0.05% to 0.30%) and separate account manager fees (0.10% to 0.35%) may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1601 Elm Street, Suite 4310, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Familywealth
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Summit Wealth Strategies
March 2019 - July 2019 · 4 mos
Verus Capital Partners, LLC
April 2017 - November 2018 · 1 yr 7 mos
Securities America, INC.Broker
April 2017 - November 2018 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - April 2017 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - April 2017 · 5 yrs 10 mos
Edward Jones
January 2009 - November 2010 · 1 yr 10 mos
Edward JonesBroker
January 2009 - November 2010 · 1 yr 10 mos
State Registrations2 states
TXWA
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.
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