Morris Group Advisory Service, INC

Fee-Only (% of Portfolio)

Morris Group Advisory Service (MGAS) is an investment advisory firm that manages client accounts based on their individual needs, expectations, and long-term goals. MGAS interviews each client to understand their investment goals, time horizon, needs, and risk tolerance. As a fiduciary, MGAS is legally required to make investments that are in each client’s best interest. Clients can place reasonable restrictions on the types of investments MGAS makes.

Assets Under Management$19M
Clients91
Advisors2
Avg. per Client$200K
Avg. per Advisor$9.3M

Fee Structure

Investment management only (planning not offered)

MGAS receives fees based on the value of your account, paid quarterly. The brochure does not specify the percentage charged.

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Location

2 Advisors at this firm