|
|
| | | | Program Information | | | | | Contact | | To reach a Regional Sales Director, please call +1 877 626-3227. | | | | | | Pricing | | Pricing (annual) is based upon account assets under management. | | | | | | Format | | Service | | | | | | Eligibility Requirements | | Only a registered investment advisor or investment advisor representative can offer Morningstar® Managed Portfolios . Typically this type of program requires a Series 65 or Series 66 license. Depending on the state where your practice is located, certain professional designations, such as CFP®, CIC, CFA®, ChFC®, and PFS, may be acceptable in lieu of Series 65 or Series 66 (CPA or CFC® are typically not included in this exception). To find out if you're eligible to use the program, contact the Morningstar Investment Services Support Team at +1 877 626-3228. | |
|
|
| | The Morningstar Investment Management division is a division of Morningstar and includes Morningstar Associates, Ibbotson Associates, and Morningstar Investment Services, all registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. Morningstar Managed Portfolios are offered by Morningstar Investment Services, Inc. Portfolios offered by Morningstar Investment Services are intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment advisor or investment advisor representative. | |
|
|
|
