Morrison Fiduciary Advisors, Inc.

RIASEC RegisteredEst. 2003

Total AUM

$67.6M

Discretionary

$9M

13% of AUM

Avg account

$6.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 127562
Registered since: July 14, 2003
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: State / Municipal Government64.59%
HNWI26.76%
Charitable Organizations5.87%
Individuals2.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Morrison Fiduciary Advisors, Inc. is an independent, SEC-registered registered investment adviser that has operated since 2003. The firm is individually owned and serves both individual/family and institutional clients. Its advisory services center on financial planning and discretionary and non‑discretionary portfolio management for individuals, small businesses and institutional/business clients, plus pension consulting. Fees are charged via a mix of percentage of assets under management, hourly billing and fixed fees. The firm does not identify as an active ESG investor and is not structured as a capital allocator to outside managers.