Margaret Kremers
Margaret Kremers is a registered investment advisor at Eggert Financial Management, INC., based in Centennial, CO, with 9 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, Investment Management, and 2 more. Their firm serves 153 clients with $77M 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 $500K | 1.75% |
| $500K - $1.0M | 1.55% |
| $1.0M - $1.5M | 1.35% |
| $1.5M - $2.0M | 1.15% |
| $2M+ | 1.00% |
These fees are for discretionary portfolios. For non-discretionary portfolios: - First $500,000: 0.75% - Next $500,000: 0.60% - Over $1,000,000: 0.40% Premier Portfolio fees are also available for household accounts with a total value of $1.25 million or more: - $2,500,001 to $3,500,000: 1.25% - $3,500,001 to $5,000,000: 1.00% - Over $5,000,000: 0.75%
Fee Estimator
Location
7200 South Alton Way, Suite A-210, Centennial, CO, 80112-2243
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Eggert Financial Management, INC.
Previous Registrations
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State Registrations1 state
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