Mary Ferguson
Mary Ferguson is a registered investment advisor at Concorde Financial Resources, based in York, SC, with 22 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 235 clients with $210M 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 | 1.10% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Concorde defines a household as any number of people sharing a residence, or members of the same nuclear family regardless of residence.
Fee Estimator
Location
12B N. Congress Street, York, SC, 29745
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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
Mary is a registered representative of Westminster Financial Securities, dedicating a few hours per week. She is also an investment advisory representative of Concorde Financial Resources, taking about a quarter of her time. She is a life insurance agent, but is currently not appointed with a company.
Employment History
Current Registrations
Concorde Financial Resources
Westminster Financial Securities, INC.Broker
State Registrations26 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.