Morris Financial Concepts, Inc.
Firm details
- Headquarters
- Mount Pleasant, South Carolina
- CRD number
- 114862
- Registered since
- January 11, 2002
- Website
- mfcplanners.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.88%
- Individuals17.21%
- Pension & Profit Sharing Plans0.91%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Morris Financial Concepts, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 2002. The firm serves both individual and family clients as well as institutional accounts and bills using a mix of asset-based fees, hourly charges, and fixed fees. Core advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. The firm does not identify as an active ESG investor and is not structured as a capital allocator; it lists an accountant among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities14%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
James Morris
Chief Compliance OfficerCRD 6314769
Contacts
3 of 8
Nathan White
Financial Planning AssociateCRD 7181140
Barbara Fallon
Investment Advisor RepresentativeCRD 8000878
Stephen Valley
Chartered Financial AnalystCRD 3175953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 153Active vs passive
$292M in ETFs
81%
$235M
19%
$56.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $44.9M | 59,995 | 15.40% |
Location
Mount Pleasant, SC
Charleston
Location
Mount Pleasant, SC
Headquartered in Mount Pleasant, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 409 Coleman Blvd
- Time zone
- ET (UTC-5)
- Office locations
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