Matthew Morris
Matthew Morris is a registered investment advisor at Sunburst Financial Group, LLC, based in Vestavia Hills, AL, with 10 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 877 clients with $810M 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 $100K | 1.00% |
| $100K - $1000K | 0.85% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for accounts over $50,000,000.
Fee Estimator
Location
600 Vestavia Parkway, Suite 100, Vestavia Hills, AL, 35216
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 Activities
Matthew is a member of JBM Investments, LLC, a family investment LLC, dedicating a few hours per week to reviewing performance and monitoring markets. He also manages rental property as a member and 1/3 owner of Valley Park Properties LLC, and works as a fitness instructor at YMCA of Birmingham, dedicating about 10% of his time to this.
Employment History
Current Registrations
Sunburst Financial Group, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
State Registrations1 state
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