Michael Morris is a CFA-designated registered investment advisor at Two Fish Management, based in Zionsville, IN, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $21M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
All investment management fees are negotiable and determined based upon scope of work. Management fees charged to Two Fish Partners, L.P. are no more than 1.50% per annum of assets under management payable monthly in arrears. Two Fish may also collect an incentive fee of 20% once the annual hurdle rate of 8% is met, subject to a high water mark.
Fee Estimator
Location
Zionsville, IN
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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
Two Fish Management
Previous Registrations
Ksm Capital Advisors, LLC
Mcdonald Investments INC.
State Registrations2 states
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