Dexter Morse is a CFP-designated registered investment advisor at Covenant Asset Management, LLC, based in Bonita Springs, FL, with 12 years of industry experience. Dexter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Investment Management, and 1 more. Their firm serves 623 clients with $620M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable depending on the size, nature and complexity of a client's account.
Fee Estimator
Location
Bonita Springs, FL
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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 Activities
Dexter is involved in tax preparation and accounting services. The filing does not specify the time commitment for this activity.
Employment History
Current Registrations
Covenant Asset Management, LLC
State Registrations2 states
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