Assets Under Management
$76.6B
Number of Clients
592,301
Number of Advisors
30
Average Client AUM
$129K
AUM per Advisor
$2.6B
Compensation
Fee-Only (AUM)Fixed/Hourly
Morningstar Investment Management provides advisory services focusing on asset allocation, investment selection, and portfolio construction to retail and institutional clients. Services include institutional asset management, model investment strategies, and asset allocation services. They also offer Morningstar Managed Plan Solutions for plan sponsors.
22 West Washington Street, Chicago, IL, 60602