Robert Morin
Robert Morin is a registered investment advisor at Morin Private Client Group, LLC, based in Jackson, WY, with 32 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 79 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1.0M - $3.0M | 1.50% |
| $3M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
240 W. Broadway, Jackson, WY, 83001
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2000Other Business Activities
Robert is associated with Morin Private Client Group LLC and Purshe Kaplan Sterling Investments, dedicating nearly full-time hours to each during trading hours. He is also an IAR of CS Planning, spending about 10-20% of his time managing assets on the Fidelity platform.
Employment History
Current Registrations
Morin Private Client Group, LLC
Cs Planning CORP
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morin Private Client Group, LLC
Morin Private Client Group, LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations13 states
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.