Morris Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$62,553,909
Clients
145
Advisors
2
of 2 employees
About
Morris Wealth Management provides discretionary and non-discretionary portfolio management to individuals and high-net-worth clients and also advises retirement plans, including serving as an ERISA 3(38) investment manager for qualified plans. The firm charges percentage-of-assets advisory fees for portfolio management and also offers participant education and other plan-related services.
Investment programs are tailored to each client’s stated goals, time horizon, and risk tolerance, with strategies that may include fundamental and technical analysis applied to long-term, short-term, and trading approaches and periodic portfolio monitoring. Account reviews are performed at least quarterly, client objectives are documented, clients may impose investment restrictions, and the firm generally requires a $250,000 account minimum (which may be lowered or waived in certain cases).
Notable distinctions include a relatively large asset base for a two-advisor practice and a recent update to its reported assets and chief compliance officer/ownership structure (ownership is held by Nichol-Fitzgerald, Inc.). The firm requires use of Charles Schwab & Co. as custodian and discloses receipt of custodial economic benefits and soft-dollar research, and it also discloses that some representatives hold insurance licenses and may receive commissions for insurance product sales.
Client services
Expertise
Occupation focus
Fee options
$0 - $499,999: 1.50% annually $500,000 - $999,999: 1.35% annually $1,000,000 - $2,999,999: 1.10% annually $3,000,000+: 1.00% annually
Investment Advisor Representatives may receive commissions from sales of investment-related products such as insurance.
Account minimum: $250,000
Main office
2807 Childress Drive
Anderson CA 96007
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Glenn Morris, Inc. · Morris Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jenna N
Series 66
Anderson, CA
Morris Wealth Management
Jenna Nichol Fitzgerald is a financial advisor at Morris Wealth Management with two years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and Herrick Grapevines, LLC. Outside of her advisory role, she owns HenleysMomPatterns, a business creating and selling crochet patterns on Etsy. Morris Wealth Management provides discretionary and non-discretionary portfolio management to individuals and high-net-worth clients, as well as retirement plan advisory services, including acting as an ERISA 3(38) investment manager. The firm’s investment programs are tailored to client goals and risk tolerance and support both fundamental and technical analysis.
Glenn M
CFP®, Series 63
Anderson, CA
Morris Wealth Management
Glenn Morris is a CFP® professional with 28 years of industry experience, currently serving at Morris Wealth Management, a firm he has led since 2013. He is also licensed as a life insurance agent, involved in assessing client needs for insurance products. Morris Wealth Management provides discretionary and non-discretionary portfolio management services to individuals, trusts, estates, corporations, and retirement plans, including acting as a 3(38) investment manager for ERISA plans. The firm tailors investment programs to client goals and risk tolerance, conducting regular account reviews and offering both discretionary and client-approved trading options.
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