Lori Morell is a registered investment advisor at Thayer Partners LLC, based in Wyndmoor, PA, with 7 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 226 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thayer Partners' wealth management fees range from 0.50% to 1.50% annually, based on factors like the complexity of services, level of assets, and overall relationship. There is a $5,000 minimum annual fee, charged quarterly at $1,250, until the account reaches $500,000. After that, standard investment management fees apply. Fees are negotiable.
Location
Wyndmoor, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Thayer Partners LLC
Previous Registrations
Linder Financial Services, INC.
State Registrations1 state
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