Ian Morrison
Ian Morrison is a registered investment advisor at Raymond James (USA) LTD, based in Vancouver, with 13 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,864 clients with $2B 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 $500K | 2.25% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable with the financial advisor.
Fee Estimator
Location
925 West Georgia St, Suite 2100-A, Vancouver, V6C 3L2
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 ActivitiesSells Insurance
Ian is a financial advisor at Raymond James LTD, dedicating nearly full-time hours to sales. He is also licensed with Raymond James Financial Planning LTD, spending about a quarter of his time on life insurance sales and financial planning.
Employment History
Current Registrations
Raymond James (USA) LTD
Raymond James (USA) LTD.
Raymond James (USA) LTD.Broker
State Registrations12 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.