Advisor at High Pines Wealth Management LLC
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Firm
High Pines Wealth Management LLC
Location
Duxbury, MA 02332
Credentials
Series 66
Industry experience
14 years
Raymond Morris is a financial advisor at High Pines Wealth Management LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments for eight years before joining High Pines in 2018. Morris is also a licensed insurance professional, dedicating a small portion of his time to this activity. High Pines Wealth Management provides comprehensive wealth management and financial planning services to individuals, trusts, estates, businesses, foundations, and endowments. The firm employs a long-term investment approach combining fundamental analysis with active and passive strategies across multiple asset classes.
Based on High Pines Wealth Management LLC
0.50% to 1.25% annually (based on factors such as scope and complexity of services, asset level, and client relationship complexity)
Fee-only: Annual fees range from 0.50% to 1.25% of assets under management, paid quarterly in arrears.
40 Tremont Street, Suite 62
Duxbury, MA 02332
Massachusetts
High Pines Wealth Management LLC
2018 - Present (8 years)
Fidelity Investments, Inc.
2010 - 2018 (8 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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