SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC
Tampa, Florida
5.0
20 Reviews
Sandy Morris Financial & Estate Planning Services, LLC is a small investment advisory firm based out of Tampa, FL. With a team of six dedicated professionals, they offer comprehensive financial and estate planning services to individuals and businesses. Four of their experienced employees specialize in investment advisory services, providing expert guidance and managing client portfolios. Sandy Morris Financial & Estate Planning Services, LLC prides itself on its exceptional track record and impressive assets under management. On average, each investment advisor oversees approximately $5,636,570,000 in assets, a significantly hi...
See more
Loading...

Assets Under Mgmt

$126.65M

Investment Professionals

4

Locations

0

% 401K & Individual

72%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Publication of periodicals or newsletters
Educational seminars/workshops
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.