Mimi
Huss
Morris Financial Concepts, Inc
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About this Advisor
Mimi Huss is a financial advisor based out of Mount Pleasant, South Carolina with 2 years of relevant experience. Huss works at Morris Financial Concepts, Inc. The advisor has gained experience at Morris Financial Concepts, Inc, Palmetto Veterinary Hospital, Church Of The Holy Cross and Homemaker. Huss has a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in South Carolina. Morris Financial Concepts, Inc is a registered investment company operating out of Mount Pleasant, SC. It controls $344 million in assets between its 880 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 880 accounts, 40% belong to high-net-worth individuals who have at least $1 million in assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fee types charged by Morris Financial Concepts, Inc likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morris Financial Concepts, Inc Brokerage Details
$344,443,003
10
880
$391,413
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Mimi Huss Work History
Mimi has been registered as a financial advisor for 2 years.*
Morris Financial Concepts, Inc
Palmetto Veterinary Hospital
Church Of The Holy Cross
Church Of The Holy Cross
Homemaker
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mimi Huss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morris Financial Concepts, Inc
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
