Steven Kingsley is a CFP-designated registered investment advisor at Morris Financial Concepts, INC., based in Mount Pleasant, SC, with 8 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 294 clients with $540M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
For Total Service Agreements (financial planning and portfolio management), accounts are subject to a minimum annual fee of $8,500.
Fee Estimator
Contact
Steven Kingsley
Location
409 Coleman Blvd, Ste 100, Mount Pleasant, SC, 29464-5318
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 ActivitiesSells Insurance
Steven is contracted as a financial planner for Blend Financial, Inc. dba Origin Insurance Services. The company name includes "Insurance Services", suggesting insurance sales are involved.
Employment History
Current Registrations
Morris Financial Concepts, INC.
Kingsley Financial
Previous Registrations
Origin Investment Advisory LLC
Cast Financial
State Registrations2 states
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.