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Alan Morris

Advisory Services Network
14 Years of Experience
Palm Beach Gardens, FL
1 DisclosureSells Insurance
View SEC Summary
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Alan Morris is a registered investment advisor at Advisory Services Network, based in Palm Beach Gardens, FL, with 14 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.

Advisory Services Network
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
253 advisors
Number of Clients
12,919 clients
Average Client Portfolio
$820K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.

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

Location

4440 Pga Blvd, Suite 600, Palm Beach Gardens, FL, 33410

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2021
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alan is an independent insurance agent since 2012, selling life insurance and annuity products, dedicating minimal time to this activity. He is also the president of Topline Printing & Graphics, Inc. and Alang Financial Services LLC, and an instructor for American Financial Education Services, spending minimal time on each.

Employment History
Current Registrations
Advisory Services Network
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Calton & Associates, INC.Broker
October 2023 - December 2023 · 2 mos
Crown Capital Securities, L.P.
May 2012 - October 2023 · 11 yrs 5 mos
Crown Capital Securities, L.P.Broker
March 2012 - October 2023 · 11 yrs 7 mos
State Registrations1 state
FL
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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