Morningstar Investment Services Review


Trust Score 96%
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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 $11.1 billion and provides investment advisory services for 52,629 clients (1:2924 advisor/client ratio).

Fees may vary. Please contact advisor.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 17 years

Considerations


  • There is only one licensed advisor for every 2924 clients (industry average 1:50)
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm privately manages or owns some of the products they recommend and may be incentivized to sell those products over others to their investors

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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 $11.1 billion
Advisor / Client Ratio 1:2924
Headquarters 22 W Washington ST Chicago, IL 60602-1605
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