Stephanie Morgan is a registered investment advisor at Harrell Investment Partners, LLC, based in Austin, TX. Stephanie 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 1 more. Their firm serves 186 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HIP's investment advisory fees are based on the value of your portfolio and are paid in advance each quarter. The fees can be up to 1.25% annually, depending on the complexity of services, the amount of assets managed, and the overall relationship. The minimum annual fee for any account is $10,000. Fees may be negotiable.
Location
3814 Medical Parkway, Austin, TX, 78756
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Harrell Investment Partners, LLC
State Registrations1 state
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