Margaret Twombly
Margaret Twombly is a registered investment advisor at Twombly Asset Management LLC, based in Northfield, IL, with 28 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 42 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are payable monthly in advance. Fees do not include custodian or broker-dealer commissions, transaction fees, or underlying fund expenses.
Fee Estimator
Location
222 Northfield Road, Suite 200, Northfield, IL, 60093
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2009Judgment / Lien
March 2002Judgment / Lien
December 2001Employment Separation After Allegations
October 1997Employment History
Current Registrations
Twombly Asset Management LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wachovia Securities, LLC
Prudential Securities Incorporated
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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