Steven Geiger
Steven Geiger is a registered investment advisor at Morningstar Investment Management LLC, based in Huntingdon Valley, PA, with 29 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 592,301 clients with $77B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morningstar Investment Management primarily works with institutional clients and retirement plans, not individual investors directly. They create model investment strategies and manage seed accounts. Fees for these services are negotiated with institutional clients and can be a fixed fee or based on the amount of assets. The fees typically range from 0 to 0.40% of assets. They also receive fees from other investment advisors or platforms when recommending them to investors.
Location
Huntingdon Valley, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Morningstar Investment Management LLC
Previous Registrations
Morningstar Investment Services LLC
Morningstar Investment Services LLCBroker
Pershing Advisor Solutions LLCBroker
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Delaware Distributors, L.P.Broker
State Registrations2 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.