A Morris is a CFP, ChFC-designated registered investment advisor at Akar Capital Management, INC., based in Plantation, FL, with 4 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 64 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Akar Capital Management's fees are based on a percentage of the value of your portfolio. There are two fee schedules, one for accounts holding stocks only and another for accounts holding mutual funds:
Managed Account of Stocks:
- Minimum $100,000: 2.50% per year
- Next $400,000: 2.00% per year
- Next $500,000: 1.50% per year
- Next $1,000,000: 1.00% per year
- Over $2,000,000: 0.75% per year
Managed Account of Mutual Funds:
- First $500,000: 1.00% per year
- Up to $1,000,000: 0.75% per year
- Up to $2,000,000: 0.50% per year
- Over $2,000,000: To be determined
Location
8551 W. Sunrise Blvd. #102A, Plantation, FL, 33322
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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 →Employment History
Current Registrations
Akar Capital Management, INC.
Akar Capital Management, INC.Broker
Previous Registrations
Akar Capital Management, INC.Broker
State Registrations1 state
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