Margaret Caster
Margaret Caster is a registered investment advisor at Caster and Company, INC., based in Warwick, RI, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 2 clients with $600K 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 | 1.00% |
Fees may also be charged on an hourly basis.
Fee Estimator
Location
131 Airport Road, Warwick, RI, 02889-1032
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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.
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Margaret is a licensed Certified Public Accountant in Rhode Island, operating under Margaret A. Caster CPA LLC. This accounting practice takes up nearly all of Margaret's time.
Employment History
Current Registrations
Caster and Company, INC.
State Registrations1 state
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