Morrison Fiduciary Advisors (MFA) offers investment consulting services to institutional clients like pension plans, foundations, and high-net-worth individuals. MFA provides recommendations on investments and can also manage investments directly for clients. MFA acts as a legal fiduciary, meaning they are legally required to act in your best interest. Investment goals are documented in a customized Investment Policy Statement.
Fee Structure
Morrison Fiduciary Advisors' fees are based on a percentage of the assets they manage or advise on. These fees range from 0.25% to 1.00% annually. The exact fee depends on the value of your assets, the complexity of your portfolio, the number of investment managers involved, the types of investments used, the number of meetings, and travel time. Total fees will not exceed 2% of assets under management.