Ann-Marie Harrington
Ann-Marie Harrington is a registered investment advisor at Morin Private Client Group, LLC, based in Jackson, WY, with 13 years of industry experience. Ann-Marie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 79 clients with $550M 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 | 2.50% |
| $1.0M - $3.0M | 1.50% |
| $3M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Jackson, WY
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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.
Learn about disclosures →Employment History
Current Registrations
Morin Private Client Group, LLC
Previous Registrations
Morin Private Client Group, LLC
Morin Private Client Group, LLC
Edward Jones
State Registrations2 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.