Lori Morell
Advisor at Thayer Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Thayer Partners LLC
Location
Alpharetta, GA 30009
Credentials
Series 65
Industry experience
7 years
About
Lori Morell is a financial advisor at Thayer Partners LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Linder Financial Services since 2018. Prior to her career in financial advising, she spent 34 years at Kimberly-Clark Corp. Thayer Partners LLC offers customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term investment approach using diversified portfolios of mutual funds, ETFs, individual securities, and independent managers, operating through a multi-office advisor network.
Client services
Based on Thayer Partners LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Thayer Partners LLC
Wealth management
Options & derivatives strategies
Business Financial Management
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed annual consulting fee for tax, financial and estate planning reviews (at Advisor's discretion); fixed monthly fees for business advisory services ranging from $1,250 to $6,250 per month; fixed fees for retirement plan advisory services ranging from $3,000 to $35,000
$0 - $500,000: Equivalent to $5,000 minimum annual fee (billed quarterly at $1,250) $500,000+: 0.50% to 1.50% annually based on complexity and relationship factors
Account minimum: $500,000 (minimum asset level for standard investment management fees; otherwise $5,000 annual minimum fee applies) Minimum fee: $5,000 per annum minimum advisory fee for separately managed accounts with less than $500,000 assets Fee-only: Investment advisory fees based on assets under management and fixed fees for financial planning and business advisory services
Location
308 Maxwell Rd, Ste 300
Alpharetta, GA 30009
Most active in
Lori M has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
Linder Financial Services
2018 - Present (8 years)
Kimberly-Clark Corp
1984 - 2018 (34 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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