Grant Morris
Grant Morris is a CFA, CFP-designated registered investment advisor at Mcelhenny Sheffield Capital Management, LLC, based in Dallas, TX, with 10 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 758 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees are up to 2% per annum and are negotiable. Certain clients do not pay a separate management fee for accounts investing in the firm's fund.
Fee Estimator
Location
4701 W. Lovers Lane, Dallas, TX, 75209
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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 Activities
Grant is involved with Elkhorn Capital Partners LLC, an investment-related business focused on direct real estate investments, since September 2018. This takes about a quarter of his time.
Employment History
Current Registrations
Mcelhenny Sheffield Capital Management, LLC
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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