Lacey Morrison is a registered investment advisor at Summit Wealth Group, based in Meridian, MS, with 10 years of industry experience. Lacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,117 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Wealth Group does not publish a specific tiered fee schedule for investment management in its regulatory filing. Fees are charged as an annual percentage of your portfolio, billed quarterly in advance, and are fully negotiable based on your advisor, the complexity of your situation, account composition, and total assets managed.
Location
4815 North Park Drive, Meridian, MS, 39305
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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 ActivitiesSells Insurance
Lacey is a co-owner of Summit Wealth Group, a private entity facilitating securities, advisory, and insurance business, since March 2022. Lacey spends minimal time on this activity during business hours.
Employment History
Current Registrations
Summit Wealth Group
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
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.
Exams
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