Margaret Logue
Margaret Logue is a registered investment advisor at Financial Legacy Management, Nc., based in Little Rock, AR, with 28 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 350 clients with $160M 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 | 1.00% |
| $1M+ | 0.80% |
Clients are subject to a minimum annual fee of $1,000. Fees may be waived or negotiated based on historical relationships, account composition, and anticipated future assets.
Fee Estimator
Location
13 Office Park Drive, Little Rock, AR, 72211
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2020Customer Dispute
August 2009Employment History
Current Registrations
Financial Legacy Management, Nc.
Previous Registrations
Financial Legacy Management, Nc.
LPL Financial LLC
LPL Financial LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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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