Morris Financial Concepts offers holistic wealth management and financial planning services. The firm helps clients navigate personal financial statements, tax planning, retirement planning, estate planning, cash flow management, education planning, investment planning, and insurance planning. Morris Financial Concepts manages investment portfolios using model portfolios primarily composed of mutual funds and exchange-traded funds, tailored to each client's individual goals and risk tolerance. The firm operates as a registered investment adviser based in South Carolina and serves individuals, high-net-worth clients, trusts, estates, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Subject to an annual minimum fee of $8,500. Fees are negotiable in certain circumstances.