Megan Morrice is a registered investment advisor at Hip Investor, INC., based in Oakland, CA, with 12 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 31 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are typically 1% of assets managed directly and may be negotiable or discounted. Models managed on 401(k) platforms generate up to 0.50% for the firm.
Fee Estimator
Location
Oakland, CA
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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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Megan is the Head of Operations at ValuesAdvisor, dedicating a few hours per week to strategy, partnership development, and website management. She also works as a Program Director at UC Berkeley's Haas School, spending about a quarter of her time on strategy and partnership development for the Sustainable and Impact Finance Initiative.
Employment History
Current Registrations
Hip Investor, INC.
Previous Registrations
Eqis Capital Management
Hip Investor, INC.
Metlife Securities INC.
State Registrations6 states
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.
Exams
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