MORRIS FINANCIAL CONCEPTS, INC.
Mount Pleasant, South Carolina
Morris Financial Concepts, Inc. is a local investment advisory firm based out of Mount Pleasant, SC. With one office, they serve a diverse clientele seeking professional financial guidance. The firm boasts a team of 10 highly skilled employees, six of whom specialize in providing top-notch investment advisory services. With an average of approximately $57,410,000 in assets under management per investment advisor, Morris Financial Concepts, Inc. maintains an industry-average position in terms of asset management. Their compensation structure includes various options, such as a percentage of assets under management, fixed fees, and...
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Assets Under Mgmt

$344.44M

Investment Professionals

6

Locations

0

% 401K & Individual

17%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
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