Overview
Assets Under Management: $408 million
Headquarters: MOUNT PLEASANT, SC
High-Net-Worth Clients: 114
Average Client Assets: $3 million
Frequently Asked Questions
MORRIS FINANCIAL CONCEPTS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114862), MORRIS FINANCIAL CONCEPTS, INC. is subject to fiduciary duty under federal law.
MORRIS FINANCIAL CONCEPTS, INC. is headquartered in MOUNT PLEASANT, SC.
MORRIS FINANCIAL CONCEPTS, INC. serves 114 high-net-worth clients according to their SEC filing dated August 29, 2024. View client details ↓
According to their SEC Form ADV, MORRIS FINANCIAL CONCEPTS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
MORRIS FINANCIAL CONCEPTS, INC. manages $408 million in client assets according to their SEC filing dated August 29, 2024.
According to their SEC Form ADV, MORRIS FINANCIAL CONCEPTS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.42
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 910
Discretionary Accounts: 894
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 114862
Last Filing Date: 2024-08-29 00:00:00
Website: https://mfcplanners.com