Allison Morris
Allison Morris is a registered investment advisor at Huntington Financial Advisors, based in Greenville, SC, with 8 years of industry experience. Allison is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,398 clients with $7.9B 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 | 1.75% |
| $100K - $250K | 1.60% |
| $250K - $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees vary depending on the specific program selected. The schedule shown reflects the GPS Total Asset Allocation and Multi-Manager program. Other programs have different fee schedules, and fees may be negotiable.
Fee Estimator
Location
600 E Main St. Ste 300, Greenville, SC, 29601
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
Allison is an artist creating charcoal, ink, acrylic, and multi-media drawings and paintings. This takes about 10-20% of Allison's time.
Employment History
Current Registrations
Huntington Financial Advisors
The Huntington Investment Company
The Huntington Investment CompanyBroker
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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