Michael Morrison
Michael Morrison is a registered investment advisor at Trust Investment Advisors Wealth Management, LLC, based in Indianapolis, IN, with 13 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 20 clients with $23M 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Additional fees apply for options strategies. 3rd Party Accounts (including covered call options): 0.50%. Options – Equity - AUM: First $500,000: 0.50%, Next $500,000 and above: 0.25%. 3rd Party Accounts: 0.15%
Fee Estimator
Location
301 Pennsylvania Parkway, Suite 301, Indianapolis, IN, 46280
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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 →Other Business Activities
Michael is a Senior VP/Investments for both Trust Investment Advisors Wealth Management, LLC and Trust Investment Advisors, under common control. He is a part-time employee for TIA and an independent contractor for TIA WM, splitting his time between both firms.
Employment History
Current Registrations
Trust Investment Advisors Wealth Management, LLC
Trust Investment Advisors
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations1 state
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