Coe Magruder
Coe Magruder is a registered investment advisor at Washington Growth Strategies LLC, based in Washington, DC, with 26 years of industry experience. Coe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 40 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.50% to 2.00% annually based on account size, asset complexity, and other factors. Fees are negotiable.
Fee Estimator
Location
1200 G Street Nw, 8th Floor, Washington, DC, 20005
Get directionsHistory
Regulatory History (2)
Investigation
January 2006Customer Dispute
January 1995Employment History
Current Registrations
Washington Growth Strategies LLC
Previous Registrations
Morgan Stanley
UBS Financial Services INC.
State Registrations6 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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