How does the advisor help clients – Key Takeaways:
Morrison & Co. acts as a financial expert, providing a range of services for clients. They use their expertise to help clients reach their financial goals and make sound investment decisions. Some key takeaways from working with Morrison & Co. include:
- Personalized financial advice tailored to each client’s unique situation
- Access to a team of highly experienced and knowledgeable advisors
- A comprehensive range of financial services
- A commitment to transparency and clear communication
Facts and Insights
Morrison & Co. has been in business for over 20 years, providing top-notch financial advice and services. As of 2021, the company has over $1 billion in assets under management and a team of 15 skilled advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $1 billion+ | 15 |
Financial Services Offered
Morrison & Co. offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Wealth management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
Morrison & Co. works with a diverse range of clients, including individuals, families, and businesses. Their services are tailored to meet the unique needs of each client, regardless of their background or financial situation.
Fees & Compensation
As a fee-only financial advisor, Morrison & Co. is committed to transparency when it comes to their fees and compensation. They charge a percentage of assets under management, which allows them to align their interests with those of their clients. This fee structure also ensures that their clients’ portfolios are actively managed to meet their financial goals.
Background
Morrison & Co. was founded in 1999 by John Morrison, a seasoned financial professional with over 30 years of experience in the industry. The company has since grown to become a leading provider of financial advice and services, known for their personalized approach and excellent track record.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it’s crucial to understand any disclosures or potential conflicts of interest that may affect their services. Some disclosures to know about Morrison & Co. include:
- The company is a fee-only advisor and does not receive commissions or incentives from any third-party providers
- Morrison & Co. has no legal or disciplinary actions on record
- The company has a strict fiduciary duty to act in the best interest of their clients at all times