Daniel Morris
Daniel Morris is a registered investment advisor at Thepartners Wealth Management, based in Thatcher, AZ, with 10 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,276 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ThePARTNERS charges an annual fee based on the value of your investments. This fee can be up to 2.99%, depending on the amount you invest, the complexity of services, and your overall relationship with ThePARTNERS. You may also pay a platform fee of up to 0.25% annually for wrap fee program accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually.
Location
326 S. Reay Ln., Suite 100, Thatcher, AZ, 85552
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Regulatory History (1)
Financial
January 2017Other Business ActivitiesSells Insurance
Daniel is a self-employed insurance agent selling fixed insurance and annuity products. He also serves as treasurer and board member for United Way, owns D.A. Morris Investments LLC for tax purposes, works as an admin assistant for Sorensen Financial, provides consulting services for Guidepoint Consultants, and works for both Infinity Accounting and Impact Funeral Partners performing accounting and bookkeeping tasks.
Employment History
Current Registrations
Thepartners Wealth Management
Previous Registrations
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.