Morris Asset Management offers personalized investment planning services, including retirement and investment analysis, security selection, and asset allocation strategies. They also provide asset management services, including investment strategy, portfolio construction, and oversight. Morris Asset Management manages client assets on a non-discretionary basis, meaning clients approve all investment recommendations.
Assets Under Management$10M
Clients5
AdvisorsN/A
Avg. per Client$2M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Investment advisory fees charged by Morris Asset Management and the amount you invest are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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