Jean-Claude Morisset is a registered investment advisor at Trunorth Capital Management, LLC, based in Kalamazoo, MI, with 7 years of industry experience. Jean-Claude operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 324 clients with $530M 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 | 0.33% |
| $2.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
We may aggregate client accounts with family or business relationships in order to determine the fee schedule that applies as agreed upon by TruNorth Capital and the client at engagement. TruNorth Capital reserves the right to limit the family or business relationship aggregation policy in our sole discretion according to the circumstances.
Fee Estimator
Location
1090 North 10th Street, Suite 210, Kalamazoo, MI, 49009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Trunorth Capital Management, LLC
Previous Registrations
Plante Moran Financial Advisors
State Registrations1 state
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