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Stephanie Morawski

Expressive Wealth LLC
3 Years of Experience
Grosse Pointe, MI
View SEC Summary
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Stephanie Morawski is a registered investment advisor at Expressive Wealth LLC, based in Grosse Pointe, MI, with 3 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 165 clients with $170M in assets under management.

Expressive Wealth LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
165 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$165.2M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.90%
$5.0M - $10.0M0.80%
$10M+0.70%

Fees are negotiable. The firm may waive financial planning fees if you have $1,000,000 or more in assets managed by Expressive Wealth.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Grosse Pointe, MI

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Stephanie is the owner of MID Concierge, LLC, providing coaching and consulting services to divorce-related professionals. This activity takes about half of Stephanie's time for coaching and about 10-20% of her time for consulting.

Employment History
Current Registrations
Expressive Wealth LLC
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Equitable Advisors, LLC
December 2022 - December 2024 · 2 yrs
Equitable Advisors, LLCBroker
October 2022 - December 2024 · 2 yrs 2 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.
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