Nathaniel Morris
Nathaniel Morris is a CFP-designated registered investment advisor at Essex Financial Services, INC., based in Farmington, CT, with 14 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,963 clients with $4.2B 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% |
Annual investment management fees range from 0.50% to 1.50% based on asset size, complexity, and overall relationship. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
10 Waterside Dr, Suite 100, Farmington, CT, 06032
Get directionsHistory
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
Nathaniel works as an insurance agent for Essex Financial Services Inc, selling life insurance and fixed annuities since 2013. This requires minimal time.
Employment History
Current Registrations
Essex Financial Services, INC.
Previous Registrations
The Leaders Group, INC.Broker
Essex Financial Services, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
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.
Exams
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