Michael Morrill is a registered investment advisor at D.F. Dent and Company, INC., based in Baltimore, MD, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,309 clients with $8.6B 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
For balanced accounts, 0.30% on fixed income assets. Fees may be discounted for fixed-income or balanced accounts. Fees for sub-advisory or UMA relationships are negotiated and are lower than the standard fee schedule.
Fee Estimator
Location
400 East Pratt Street, 7th Floor, Baltimore, MD, 21202-3127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is a volunteer board member for the Baltimore Chesapeake Bay Outward Bound School since 2018, planning and organizing for the non-profit's future. This requires minimal time each month.
Employment History
Current Registrations
D.F. Dent and Company, INC.
Previous Registrations
Foreside Fund Services, LLCBroker
Wachovia Capital Markets, LLCBroker
Wachovia Securities, LLCBroker
Deutsche Bank Securities INC.Broker
Bt Alex. Brown IncorporatedBroker
State Registrations1 state
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.