Morrison US, LLC

Fee-Only (% of Portfolio)

Morrison US specializes in providing advice related to infrastructure investments. The firm provides tailored services for separately managed accounts based on the client's investment objectives. For pooled investment vehicles, Morrison US provides services consistent with the fund's offering documents. Morrison US does not have a standardized fee schedule, and fees are negotiated with each client.

Assets Under Management$28B
Clients10
AdvisorsN/A
Avg. per Client$2.8B
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Morrison US does not have a standardized fee schedule. Fees are negotiated with each client and specified in the investment management agreement. Typically, Morrison US charges base management fees quarterly based on a percentage of the net asset value of the investment or client portfolios. Other fees, such as performance fees, may also be charged.

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