Jean-Claude Morisset
Jean-Claude Morisset is a registered investment advisor at Trunorth Capital Management, LLC, based in East Grand Rapids, MI, with 8 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 356 clients with $720M 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% |
Fees may be negotiable based on individual client circumstances. Accounts are subject to a minimum quarterly fee of $1,250 ($5,000 annually), which TruNorth Capital reserves the right to waive or apply based on client situations.
Fee Estimator
Location
East Grand Rapids, MI
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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
Trunorth Capital Management, LLC
Previous Registrations
Plante Moran Financial Advisors
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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