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Angela Denise Macon

17 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
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Location

777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240

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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.

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Other Business Activities

Angela owns Beautifly Makeup Services, working as a freelance makeup artist since 2016, dedicating minimal time. She also owns Taxes2U, working as a tax preparer since 2006, dedicating about 10-20% of her time during tax season.

Employment History
Current Registrations
Missionsquare Retirement
January 2021 - Present · 5 yrs 1 mo
Missionsquare Investment ServicesBroker
December 2019 - Present · 6 yrs 2 mos
Previous Registrations
Icma-Rc Services, LLCBroker
November 2006 - March 2018 · 11 yrs 4 mos
State Registrations3 states
DCMDVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.