Margaret Blackman
Margaret Blackman is a registered investment advisor at Horizon Investment Services, LLC., based in Delray Beach, FL, with 17 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 334 clients with $360M 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 - $4.0M | 1.10% |
| $4.0M - $6.0M | 0.95% |
| $6M+ | 0.80% |
All fees are subject to negotiation. Investment sub-advisory and wrap program clients are charged between 0.25% and 0.65%.
Fee Estimator
Location
Delray Beach, FL
Get directionsHistory
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
Horizon Investment Services, LLC.
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
More Advisors
- Stilson Tomita, ChFCBay Colony Advisors
- Andrew Tupler, CFPKintra Wealth, LLC
- Evaggelia Hatzimanolis, CFPCreative Planning
- Joseph Moore, ChFCOsaic Wealth, INC.
- Alan Bolotin, ChFC
- Michael Book, ChFCMML Investors Services, LLC