Morris Wealth Management offers investment management services on a discretionary or non-discretionary basis. They work with individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, corporations or business entities. They also provide services to retirement plans, acting as an investment manager. Investment strategies are tailored to each client's goals and objectives, and clients can impose restrictions on investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 1.00% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).