Morningstar Investment Services LLC

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Assets Under Management

$1.4B

Number of Clients

4,797

Number of Advisors

N/A

Average Client AUM

$289K

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Morningstar Investment Services provides asset allocation, investment selection, and portfolio construction services to retail investors and institutions, focusing on retirement plans and participants through Morningstar® Managed Plan SolutionsSM. They offer model asset allocation portfolios, risk tolerance questionnaires, and investment policy statement tools.

Fee Structure

Financial Planning:Investment management only

Areas of Practice

Retirement Planning

Location

22 West Washington Street, Chicago, IL, 60602-1605

0 Advisors at this firm

No advisors found for this firm.