Updated:
Morrison Fiduciary Advisors
Morrison Fiduciary Advisors, Inc. is an SEC-registered investment adviser. The firm manages $68 million in assets, $9 million on a discretionary basis.
Overview
Morrison Fiduciary Advisors, Inc. is an SEC-registered investment adviser. The firm manages $68 million in assets, $9 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Frequently asked questions
How does Morrison Fiduciary Advisors differ from a traditional wealth manager?
The firm is structured as a registered investment advisor operating under the fiduciary standard. This means it must act in the client's best interest exclusively, unlike broker-dealers that operate under the less demanding suitability standard. Morrison cannot accept commissions, revenue sharing, or proprietary product fees from the assets it oversees. The compensation model is fee-only, directly billed to the client, removing the product-conflict incentives common at wirehouses.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Morrison Fiduciary Advisors in Altss
Explore available research and relationship coverage for this adviser in Altss.