Margo Porter-Panfili is a registered investment advisor at Investor Fan, based in Upland, IN, with 18 years of industry experience. Margo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 887 clients with $790M 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 | 2.00% |
Fees vary based on the agreement signed with the client, but in no case exceed 2.00% annually. Fees may be lowered or waived depending on bargaining power or level of investment sophistication.
Fee Estimator
Location
Upland, IN
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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
Margo provides financial services, tax accounting, and preparation services. This activity is not investment-related.
Employment History
Current Registrations
Investor Fan
Previous Registrations
Pacific West Financial Consultants INC
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.