Margaret Moloney is a registered investment advisor at Independent Investors INC, based in Nesconset, NY, with 4 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 101 clients with $540M 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 | 1.00% |
Fees and minimum account size may be negotiated at the discretion of the advisor.
Fee Estimator
Location
181 Smithtown Blvd, Nesconset, NY, 11767
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Independent Investors INC
State Registrations1 state
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