Morin Private Client Group, LLC

Overview

Morin Private Client Group, LLC is an independent registered investment adviser formed in 2010 and owned by an individual. The firm serves both individual and institutional clients and combines advisory services with broker-dealer and insurance brokerage activity. Its advisory mandate centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are a mix of percentage of AUM, hourly charges and fixed fees, and the adviser does not identify as an active ESG investor. Investment activity shows a clear preference for publicly traded equities as the primary allocation focus. The firm appears to operate in a hybrid model: a substantial portion of assets are non‑discretionary, which, together with its registered‑rep and insurance activities, indicates clients often retain implementation control while the firm provides advice and model construction. Morin uses third‑party products as complements to its equity core, including mutual funds and allocations to external real estate managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices