Margaret Hartigan is a registered investment advisor at Marstone LLC, based in Providence, RI, with 21 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 82 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Marstone offers investment account management services to clients. Marstone's advisory fee generally ranges from 0.45% to 0.75% annually, depending on services provided and whether services are direct to the customer or in a sub-advisor capacity. The fee is calculated by multiplying the market value of the assets under management in the account at the end of the preceding month.
Location
22 Parsonage Street, #110, Providence, RI, 02903
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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
Marstone LLC
Previous Registrations
Marstone LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations3 states
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