Sandy Morris Financial & Estate Planning Services, LLC
Sandy Morris Financial & Estate Planning Services LLC provides investment management services to individuals and high-net-worth clients. The firm offers model portfolio management and ongoing asset management, building personalized portfolios based on each client's financial situation, goals, and risk tolerance. Sandy Morris Financial monitors accounts continuously and rebalances model portfolios on a quarterly basis. The firm typically advises on mutual funds, exchange-listed securities, variable annuities, and variable life insurance. In addition to portfolio management, representatives may offer insurance products such as life insurance and annuities in a separate capacity.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable based on the representative, client type, complexity, account composition, and total assets managed.