A complete list of active advisors currently associated with Morris Wealth Management

Warmer can help you find a great advisor at Morris Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Morris Wealth Management, 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.

Name	Location	Years of experience
Glenn Morris	Anderson, CA	28
Jenna Nichol Fitzgerald	Anderson, CA	1

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