Rachelle Morris is a registered investment advisor at The Norden Group LLC, based in Provo, UT, with 15 years of industry experience. Rachelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,531 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TNG offers portfolio management services with fees ranging from 0% to 2.50% annually, depending on the amount you invest, the complexity of services, and the level of administration. Fees are billed quarterly in advance, based on the balance at the end of the billing period. The fee is negotiable and may be lower if TNG combines account values of family members living in the same household. TNG may use sub-advisers to manage a portion of your account.
Location
5255 N Edgewood Drive, Suite 225, Provo, UT, 84604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rachelle is a Managing Director in the GP of RevRoad Capital Partners LLC and RevRoad Capital Fund, a venture capital fund, since 2022, dedicating about a quarter of her time. Since 2023, she is also an Investment Adviser Representative with The Norden Group, spending about a quarter of her time.
Employment History
Current Registrations
The Norden Group LLC
Previous Registrations
Townsquare Capital, LLC
Crestone Asset Management LLC
J.P. Morgan Securities LLCBroker
Goldman Sachs & CO. LLCBroker
State Registrations1 state
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