Megan Morrice is a registered investment advisor at Hip Investor, INC., based in Laguna Beach, CA, with 11 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 31 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
HIP Impact-Focused ESG Strategies and Portfolios: typically 1% of assets managed directly; we also license HIP Portfolios and Strategies to Advisors for fees that may be lower than to clients directly. Fees for models managed by HIP on 401(k) platforms generate up to 50 basis points (0.50% of assets) for HIP.
Fee Estimator
Location
Laguna Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Megan is the Head of Operations at ValuesAdvisor, dedicating a few hours per week to strategy, partnership development, and website management. She also works as a Program Director at UC Berkeley's Haas School, spending about a quarter of her time on strategy and partnership development for the Sustainable and Impact Finance Initiative.
Employment History
Current Registrations
Hip Investor, INC.
Previous Registrations
Eqis Capital Management
Hip Investor, INC.
Metlife Securities INC.
State Registrations6 states
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