Margaret Pierce
Margaret Pierce is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Duxbury, MA, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B 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 | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Duxbury, MA
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Regulatory History
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
Planmember Securities Corporation
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Newport Group Securities, INC.Broker
Newport Group Consulting, LLC
American Century Investment Services INC.Broker
Teachers Personal Investors Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations9 states
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