Rebecca Bennett
Rebecca Bennett is a registered investment advisor at Morningstar Investment Management LLC, based in Chicago, IL, with 21 years of industry experience. Rebecca 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.
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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Rebecca is the Board Chair for Canine Therapy Corps, an organization providing interactive animal-assisted therapy services. She dedicates minimal time to this role, primarily presiding at meetings and chairing the executive committee.
Employment History
Current Registrations
Morningstar Investment Management LLC
Previous Registrations
Morningstar Investment Services LLC
Morningstar Investment Services LLCBroker
First Trust Advisors LP
First Trust Portfolios L.P.Broker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Guggenheim Funds Distributors, LLCBroker
Guggenheim Distributors, LLCBroker
Dws Investments Distributors, INCBroker
Nationwide Investment Services CorporationBroker
State Registrations1 state
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