Morris Wealth Management

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Client assets under management

$62,553,909

Clients

145

17% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$431,406

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

Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Percentage

$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

Commissions

Investment Advisor Representatives may receive commissions from sales of investment-related products such as insurance.

Other

Account minimum: $250,000

Main office location

Morris Wealth Management

2807 Childress Drive

Anderson CA 96007, United States

Number of offices

Most active in

California · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

530-365-1234

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 one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Herrick Grapevines, LLC. Outside of advising, she creates crochet patterns and sells them on Etsy through her business, HenleysMomPatterns. Morris Wealth Management provides both discretionary and non-discretionary portfolio management services to individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored investment programs and serves as a 3(38) investment manager, emphasizing institutional retirement services alongside personalized client portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

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