Margaret Justus is a CFP-designated registered investment advisor at Hardy Reed, LLC, based in Oxford, MS, with 12 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 365 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hardy Reed provides investment management services for individuals, charging a maximum of 1.5% annually. The fee can be a flat fee or tiered, as agreed upon in the client agreement. Fees are charged quarterly in advance based on the portfolio's market value at the end of the previous quarter. Hardy Reed may recommend a sub-adviser to manage a separate portfolio, and the client will pay a separate fee to the sub-adviser.
Location
300A Enterprise Drive, Oxford, MS, 38655
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hardy Reed, LLC
Previous Registrations
Edward Jones
State Registrations2 states
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