Lance Morrison
Lance Morrison is a registered investment advisor at Money Concepts Advisory Service, based in Bradenton, FL, with 15 years of industry experience. Lance is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B 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 | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.
Fee Estimator
Location
Bradenton, FL
Get directionsHistory
Regulatory History (1)
Regulatory
August 2023Employment History
Current Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Previous Registrations
John Hancock Distributors LLCBroker
Money Concepts Capital CORPBroker
State Registrations15 states
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
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