Morningstar Investment Services LLC
Assets Under Management
$1.4B
Number of Clients
4,797
Number of Advisors
N/A
Average Client AUM
$289K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Morningstar Investment Services offers investment advisory services focusing on asset allocation, investment selection, and portfolio construction. Services are designed to help employers and participants in defined contribution or other retirement plans. They offer model asset allocation portfolios, a risk tolerance questionnaire, and assistance with developing an Investment Policy Statement.
Fee Structure
The Plan Sponsor, Plan, or Participant will pay us an annual basis point fee. The fee typically ranges from 0.20% to 0.30% and is based on the Plan’s assets and the complexity involved in providing the services. The Fee is typically remitted quarterly to us by the Plan’s recordkeeper.
Areas of Practice
Location
22 West Washington Street, Chicago, IL, 60602-1605