Margaret Justus is a CFP-designated registered investment advisor at Hardy Reed, LLC, based in Oxford, MS, with 13 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 395 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees may be flat or tiered as agreed in the client agreement. Minimum annual fee of $10,000 applies. Fees are negotiable.
Fee Estimator
Location
300A Enterprise Drive, Oxford, MS, 38655
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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 →Employment History
Current Registrations
Hardy Reed, LLC
Previous Registrations
Edward Jones
State Registrations2 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.
Exams
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