Aaron Peterson is a registered investment advisor at Morningstar Investment Management LLC, based in Heber City, UT, with 29 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 592,301 clients with $77B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
Heber City, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Morningstar Investment Management LLC
Previous Registrations
Morningstar Investment Services LLCBroker
Morningstar Investment Services LLC
Wm Financial Services, INC.Broker
Clarke Lanzen Skalla Investment Firm INC
Orbitex Funds Distributor, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.