A complete list of active advisors currently associated with Morris Group Advisory Service, Inc

Warmer can help you find a great advisor at Morris Group Advisory Service, Inc or one who fits your needs even better.

Morris Group Advisory Service, Inc. is a small, independent advisory firm that provides discretionary portfolio management and investment advice primarily to individual clients. The firm manages 91 client accounts with roughly $18.6 million in assets under management and uses an independent custodian for client assets. The firm operates as a fiduciary and establishes client needs, goals, time horizons, and risk tolerance through client interviews, then implements investment programs that generally emphasize broadly held market securities. With written authorization the firm exercises discretionary authority, conducts account reviews at least quarterly (monthly in practice), and provides periodic market-review reports to clients. A notable feature is that the firm’s advisory representative is also a registered representative of an affiliated broker-dealer and acts as an insurance agent, a combination that is uncommon among independent advisers. The brochure discloses that the representative may receive commissions or 12b-1 fees on certain variable annuity, variable life, or mutual fund sales and that the representative spends part of his time on broker-dealer and insurance activities; the firm also disclosed a prior regulatory penalty related to a missed filing.

To learn more about the advisors currently working at Morris Group Advisory Service, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.