Margaret Hubbard is a registered investment advisor at Executive Money Managers, INC., based in Marietta, GA, with 22 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 256 clients with $82M 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 $250K | 1.00% |
| $250K+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
Marietta, GA
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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 Activities
Margaret is the president of Beyond Measure Consulting, Inc., a management consulting firm specializing in business planning and accounting systems, since 2003. This takes about half of Margaret's time, with a significant portion during securities trading hours.
Employment History
Current Registrations
Executive Money Managers, INC.
State Registrations1 state
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