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Margaret Kantrowitz

Advice and Planning Services
10 Years of Experience
Watertown, MA
1 DisclosureBroker
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Margaret Kantrowitz is a registered investment advisor at Advice and Planning Services, based in Watertown, MA, with 10 years of industry experience. Margaret is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 72,503 clients with $38B in assets under management.

Advice and Planning Services
Compensation
Fee-Only (% of Portfolio)
Firm Size
1692 advisors
Number of Clients
72,503 clients
Average Client Portfolio
$523K average
Assets Under Management
$37.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.15%

Rates vary by managed account program. TIAA Portfolio Advisor uses a tiered schedule ranging from 1.15% down to 0.40% annually. Private Asset Management ranges from 0.90% down to 0.40% for blended portfolios plus transaction costs, and 0.15% for fixed income portfolios plus transaction costs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Watertown, MA

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History

Regulatory History (1)
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Financial
June 2026
Final
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Other Business Activities

Margaret works as an interior designer at Pottery Barn/Williams Sonoma, dedicating about a quarter of her time to sales of furniture and accessories. She also serves as a trustee for the John McElaney Trust, spending minimal time reviewing scholarship essays and awarding scholarships.

Employment History
Current Registrations
Advice and Planning Services
June 2024 - Present · 2 yrs 4 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2024 - Present · 2 yrs 4 mos
Tiaa-Cref Individual & Institutional Services, LLC
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Allspring Funds Management, LLC
March 2021 - May 2024 · 3 yrs 2 mos
Allspring Funds Distributor, LLCBroker
January 2021 - May 2024 · 3 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
December 2017 - January 2021 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLC
December 2017 - January 2021 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2010 - July 2012 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2010 - July 2012 · 1 yr 8 mos
State Registrations6 states
CTFLMANHNYRI
AdvisorBrokerBoth

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.
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