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Peggy-Sue Mcnier

Strategic Advisers LLC
22 Years of Experience
Ann Arbor, MI
1 DisclosureBroker
View SEC Summary
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Peggy-Sue Mcnier is a registered investment advisor at Strategic Advisers LLC, based in Ann Arbor, MI, with 22 years of industry experience. Peggy-Sue is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Ann Arbor, MI

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2005
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
January 2019 - Present · 7 yrs 9 mos
Fidelity Brokerage Services LLCBroker
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
April 2019 - March 2025 · 5 yrs 11 mos
Charles Schwab & CO., INC.
October 2014 - January 2019 · 4 yrs 3 mos
Charles Schwab & CO., INC.Broker
October 2014 - January 2019 · 4 yrs 3 mos
Tiaa-Cref Advice and Planning Services
April 2014 - August 2014 · 4 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
April 2014 - August 2014 · 4 mos
Spc
May 2010 - March 2014 · 3 yrs 10 mos
Sigma Financial CorporationBroker
May 2010 - March 2014 · 3 yrs 10 mos
Sentinel Securities, INC.Broker
February 2009 - May 2010 · 1 yr 3 mos
Questar Capital CorporationBroker
December 2008 - February 2009 · 2 mos
Questar Capital CorporationBroker
October 2006 - December 2006 · 2 mos
Sigma Financial CorporationBroker
March 2005 - October 2006 · 1 yr 7 mos
Spc
March 2005 - October 2006 · 1 yr 7 mos
Pruco Securities, LLC.Broker
May 2001 - September 2004 · 3 yrs 4 mos
State Registrations9 states
AZCTFLMAMIOHTXUTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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