Morningstar Investment Management provides investment advice and management services. They offer model investment strategies, risk tolerance questionnaires, and investment policy statements. They also provide asset allocation and capital market assumptions to institutional clients. Morningstar Investment Management manages assets for retirement plans and offers recommendations of other investment advisors or platforms.
Fee Structure
Morningstar Investment Management primarily works with institutional clients and retirement plans, not individual investors directly. They create model investment strategies and manage seed accounts. Fees for these services are negotiated with institutional clients and can be a fixed fee or based on the amount of assets. The fees typically range from 0 to 0.40% of assets. They also receive fees from other investment advisors or platforms when recommending them to investors.