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MORRIS FINANCIAL CONCEPTS, INC.

409 Coleman Blvd, Ste 100
Mount Pleasant, South Carolina 29464-5318
Tel: 843-884-6192

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About MORRIS FINANCIAL CONCEPTS, INC.

MORRIS FINANCIAL CONCEPTS, INC, formally registered with the SEC as MORRIS FINANCIAL CONCEPTS, INC. The firm was established in 01/11/2002. They have over 1 offices throughout the country.

MORRIS FINANCIAL CONCEPTS, INC. is a Mount Pleasant, South Carolina based Financial Planning firm with nearly $408,329,099 assets under management, offering retirement planning & investment advisory services to 910 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#114862
SEC#801-60830
Assets Managed by Firm$408,329,099
No. of Clients910
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total910$408,329,099
Individuals (other than high net worth individuals)179$75,519,826
High net worth individuals116$329,097,738
Pension and profit sharing plans2$3,711,535

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APOLLON WEALTH MANAGEMENT, LLC
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$5,519,652,12815301167
PERMCAP INVESTMENT OFFICE
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SOUTHSTATE ADVISORY, INC.
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Columbia, SC, 29201
$3,417,068,97042020

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