Joseph Morris is a registered investment advisor at The Millstone Evans Group, LLC, based in Boulder, CO, with 2 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 625 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Millstone Evans Group manages investment portfolios for clients through several options:
- Independent Clearing Account (ICA): The firm manages these accounts on a discretionary or non-discretionary basis, investing in mutual funds, stocks, bonds, and ETFs.
- Wrap Programs: The firm recommends wrap fee programs, which bundle advisory, brokerage, custodial, and administrative services for an all-inclusive fee. These include the Millstone Evans Wrap Program and the Sub-Advisory Wrap Program (where a third-party manager manages the portfolio).
Location
4940 Pearl East Circle, Suite 302, Boulder, CO, 80301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Millstone Evans Group, LLC
Previous Registrations
Transamerica Capital, INC.Broker
State Registrations2 states
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