MC
MC

Maegen Emily Chaudry

14 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
272 clients
Average Client Portfolio
$20.2M average
Assets Under Management
$5.5B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M0.80%
$10.0M - $25.0M0.35%
$25.0M - $50.0M0.30%
$50.0M - $100.0M0.25%
$100M+0.20%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

701 Westchester Avenue, Suite 320E, White Plains, NY, 10604-3805

Get directions

History

Regulatory History
Clean regulatory record

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
Pentegra Investors, INC.
June 2017 - Present · 8 yrs 8 mos
Pentegra Distributors INC.Broker
June 2017 - Present · 8 yrs 8 mos
Pentegra Distributors INC.
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Clearbridge Investments, LLC
December 2016 - May 2017 · 5 mos
Legg Mason Investor Services, LLCBroker
December 2016 - May 2017 · 5 mos
American Funds Distributors, INC.
June 2013 - March 2015 · 1 yr 9 mos
American Funds Distributors, INC.Broker
April 2010 - March 2015 · 4 yrs 11 mos
Edward Jones
December 2008 - October 2009 · 10 mos
Edward JonesBroker
November 2008 - October 2009 · 11 mos
State Registrations2 states
CTTX
AdvisorBroker
Exams
No exam information available for this advisor.