Peter Dugery is a registered investment advisor at Morningstar Investment Management LLC, based in Chicago, IL, with 24 years of industry experience. Peter 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
22 West Washington Street, Chicago, IL, 60602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Morningstar Investment Management LLC
Previous Registrations
Morningstar Investment Services LLCBroker
Morningstar Investment Services LLC
Investor Force Securities, INC.Broker
State Registrations2 states
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