Steven Morneau is a registered investment advisor at Greenhill Financial Partners, based in Rutland, VT, with 17 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 106 clients with $27M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Rates reflect the Ongoing Complete Planning schedule. Standalone Investment Management is charged at a flat rate of 0.50% annually. Fee-based annuities may be charged up to 1.25% annually.
Fee Estimator
Location
18 S Main St, Rutland, VT, 05701
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
Steven is a volunteer board member and treasurer for The Rutland Area Food Coop, reviewing policy and financials. He receives no compensation for this role.
Employment History
Current Registrations
Greenhill Financial Partners
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Horace Mann Investors INCBroker
State Registrations1 state
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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