Margaret Duquesnay is a CFP-designated registered investment advisor at Ritholtz Wealth Management, based in New Orleans, LA, with 19 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 4,221 clients with $9.4B 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 $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.45% |
| $50M+ | 0.35% |
Standard fee schedule applies to Comprehensive Portfolio Management. Other services have different maximum rates such as Good Advice at 0.75% and Liftoff at 0.50%.
Fee Estimator
Location
900 Camp Street, 3rd Floor, New Orleans, LA, 70130
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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 a board member (treasurer) for Citizens for 1 Greater New Orleans and St. Charles Center for Faith + Action, dedicating minimal time to each. She is also a member and manager of Belle Curve, LLC, working as a writer and blogger for a few hours per week.
Employment History
Current Registrations
Ritholtz Wealth Management
Previous Registrations
Thirtynorth Investments, LLC
Ignite Investments and Planning
Ferro Financial, LLC
UBS Financial Services INC.
UBS Financial Services INC.
State Registrations1 state
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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