Morrill Financial Services offers financial consultation and investment management. Advice covers financial objectives, problem identification, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. Morrill Financial Services is a fee-only firm and does not sell commissioned products or accept commissions. Clients engage other professionals like lawyers and accountants directly.
Assets Under Management$5.6M
Clients11
Advisors1
Avg. per Client$510K
Avg. per Advisor$5.6M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.55% |
| $2.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Subject to $2,000 annual minimum. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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