Morningstar Investment Services Review

Trust Score 88%
Trust Score info_outline

Morningstar Investment Services, federally registered in 2001, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 18 advisors. Morningstar Investment Services manages $11 billion and provides investment advisory services for 52,629 clients (1:2924 advisor/client ratio).

Fees may vary. Please contact advisor.


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm services over 1,000 clients


  • There is only one licensed advisor for every 2924 clients (industry average 1:50)
  • Firm has been federally registered for only 17 years
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest

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Managed Investing

Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Fees may vary. Please contact advisor.
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $210,052
Hybrid Advisor Yes
Disciplinary History No
Total AUM $11 billion
Advisor / Client Ratio 1:2924
Headquarters 22 W Washington ST Chicago, IL 60602-1605
SEC Filings Forms and Brochures

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