MG
MG

Margaret Goddeau

15 Years of Experience
Braintree, MA
Broker

Margaret Goddeau is a registered investment advisor at Ameriprise Financial Services, LLC, based in Braintree, MA, with 15 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

Loading...

Location

100 Grandview Rd, Ste 210, Braintree, MA, 02184-2692

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
Ameriprise Financial Services, LLC
January 2021 - Present · 5 yrs 4 mos
Ameriprise Financial Services, LLCBroker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
March 2017 - January 2020 · 2 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
March 2017 - August 2020 · 3 yrs 5 mos
Hornor, Townsend & Kent, INC.
October 2014 - January 2017 · 2 yrs 3 mos
Hornor, Townsend & Kent, INC.Broker
August 2012 - January 2017 · 4 yrs 5 mos
Pruco Securities, LLC.Broker
September 2009 - May 2012 · 2 yrs 8 mos
State Registrations2 states
MANJ
AdvisorBroker

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
No exam information available for this advisor.