Graham Morris is a registered investment advisor at Fiduciary Organization, LLC, based in Greenville, SC, with 4 years of industry experience. Graham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 79 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FIDO charges an annual fee of 1.50% of the value of your investments. This fee is paid monthly, quarterly, or annually. If FIDO uses an outside manager, the combined fee will not exceed 2% of your investments. FIDO may use either a blended or breakpoint fee schedule, and the blended fee schedule may result in higher fees.
Location
217 West Stone Ave, Greenville, SC, 29609
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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.
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Graham is a Business Analyst at Mitsubishi Chemical Group, overseeing financial reporting. This activity takes up to 17 hours per week and is not investment related.
Employment History
Current Registrations
Fiduciary Organization, LLC
Previous Registrations
Oneascent Financial Services LLC
Woodmark Wealth Management, LLC
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.