Brandy Morris is a registered investment advisor at Axos Invest, INC, based in Omaha, NE, with 11 years of industry experience. Brandy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,764 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axos Invest charges a fee for managing your investments, called a Model Fee. This fee covers the cost of asset allocation and the investment portfolio itself. The Model Fee includes brokerage commissions and transaction fees. The fee is calculated quarterly based on your average daily balance. There is also a $40 minimum annual account fee, charged quarterly ($10 per quarter). If your Model Fee is less than $10 in a quarter, Axos Invest will charge you the difference to meet the minimum.
Location
15950 West Dodge Road, Ste 300, Omaha, NE, 68118
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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 →Employment History
Current Registrations
Axos Invest, INC
Axos Clearing LLCBroker
Axos Invest LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Cwm, LLC
Cetera Advisor Networks LLCBroker
Triad Advisors LLCBroker
Fsc Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Sagepoint Financial, INC.Broker
Woodbury Financial Services, INC.Broker
Securities America, INC.Broker
TD Ameritrade, INC.Broker
State Registrations1 state
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