MORRIS FINANCIAL CONCEPTS, INC.

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

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 Status	Approved
Firm CRD#	114862
SEC#	801-60830
Assets Managed by Firm	$408,329,099
No. of Clients	910
No. of Advisors	10

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 Clients	AUM
Firm Total	910	$408,329,099
Individuals (other than high net worth individuals)	179	$75,519,826
High net worth individuals	116	$329,097,738
Pension and profit sharing plans	2	$3,711,535

More Retirement Planning firms in Mount Pleasant, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LPL FINANCIAL LLC 1055 Lpl Way Fort Mill, SC, 29715	$463,475,486,343	1910545	35841
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20

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