Kevin Morrissey is a registered investment advisor at Northcoast Asset Management LLC, based in Duxbury, MA, with 17 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 4,486 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NorthCoast Asset Management determines investment management fees on a case-by-case basis, taking into account the amount of assets managed and the variety and complexity of the services provided. Fees are typically charged as a percentage of your portfolio on a quarterly basis in arrears. Fees are potentially subject to negotiation.
Location
Duxbury, MA
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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.
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Current Registrations
Northcoast Asset Management LLC
Previous Registrations
Kovitz Investment Group Partners, LLC
Connectus Wealth
Lido
Grimes & Company, INC.
Wellesley Investment Advisors, INC.
Edward Jones
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.
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