Margaret Emmet
Margaret Emmet is a registered investment advisor at Headland Capital, based in Jacksonville, FL, with 24 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,307 clients with $400M 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 $1.0M | 1.75% |
| $1.0M - $1.5M | 1.50% |
| $1.5M+ | 1.50% |
Fee is negotiable above $1,500,000. The percentage for the highest range of portfolio value applies to all assets.
Fee Estimator
Location
4438 Herschel St., Jacksonville, FL, 32210
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Margaret is an insurance agent with Barnett Wealth Advisors, and a managing member of Consolidated Brokerage LLC, an insurance agency. She also provides investment advisory services through Headland Capital, LLC, and dedicates a few hours per week to writing insurance for clients and working with other advisors for brokerage insurance.
Employment History
Current Registrations
Headland Capital
LPL Financial LLCBroker
Previous Registrations
Maryland Financial Group, INC.
Transamerica Financial Advisors, INCBroker
MML Investors Services, LLCBroker
Nylife Securities INC.Broker
State Registrations5 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.