Morin Private Client Group offers investment advisory services, including asset management and financial planning. For asset management, they create tailored portfolios using stocks, bonds, ETFs, and other securities, reviewed quarterly. Financial planning covers investment, retirement, estate, tax, education, and real estate planning. They also offer retirement plan consulting to employer plan sponsors.
Assets Under Management$550M
Clients79
Advisors2
Avg. per Client$6.9M
Avg. per Advisor$270M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1.0M - $3.0M | 1.50% |
| $3M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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