Wayne Morrill is a CFP-designated registered investment advisor at Morrill Financial Services, based in Scituate, MA, with 21 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 11 clients with $5.6M 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 $2.0M | 0.55% |
| $2.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Subject to $2,000 annual minimum. Fees may be negotiable.
Fee Estimator
Location
Scituate, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Morrill Financial Services
State Registrations1 state
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