Edward Morrissey is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Pittsburgh, PA, with 37 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
381 Mansfield Av, Ste 400, Pittsburgh, PA, 15220
Get directionsEdward is the proprietor/owner of Morrissey Wealth Management Service, a life insurance brokerage, and sells insurance and investment products, including Penn Mutual Life products, dedicating about 10-20% of his time. He also serves as a board member for UPMC Passavant, a charity/religious/foundation, spending minimal time attending meetings and voting.
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.