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Morningstar® Managed Portfolios
Investment choices for fee-based, independent advisors.
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Program Information
ContactTo reach a Regional Sales Director, please call +1 877 626-3224.
PricingPricing (annual) is based upon account assets under management.
FormatService
Eligibility RequirementsOnly 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 Sales Team at +1 877 626-3224.
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