AG
AG

Antoinette Guy-Wharton

20 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
171 advisors
Number of Clients
43,868 clients
Average Client Portfolio
$136K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

Fee schedule may be waived or discounted by agreement between MissionSquare and the Plan Sponsor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Owings Mills, MD

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Missionsquare Retirement
March 2021 - Present · 4 yrs 11 mos
Missionsquare Investment Services
September 2017 - Present · 8 yrs 5 mos
Missionsquare Investment ServicesBroker
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Gwfs Equities, INC.Broker
March 2010 - July 2017 · 7 yrs 4 mos
Ing Investment Advisors, LLCBroker
September 2005 - November 2009 · 4 yrs 2 mos
Citistreet Equities LLCBroker
March 2005 - September 2005 · 6 mos
State Registrations5 states
DCDEGAMDVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.