Michael Morrissey
Michael Morrissey is a CFP-designated registered investment advisor at Vanguard Personalized Indexing Management, based in Malvern, PA, with 18 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 205 clients with $11B 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 $15.0M | 0.27% |
| $15.0M - $25.0M | 0.22% |
| $25.0M - $50.0M | 0.17% |
| $50.0M - $100.0M | 0.12% |
| $100M+ | 0.12% |
Direct client fee schedule shown. Sub-advisory rates range from 0.13% to 0.20%. Additional index licensing fees of 0.010% to 0.0275% may apply.
Fee Estimator
Location
100 Vanguard Blvd, Malvern, PA, 19355
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Michael is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This appears to be his primary employment.
Employment History
Current Registrations
Vanguard Personalized Indexing Management
Vanguard Marketing Corporation
Vanguard Marketing CorporationBroker
Previous Registrations
M Holdings Securities, INC.Broker
State Registrations3 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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