Margaret Frease is a registered investment advisor at Williamson Wealth Management, based in Canton, OH, with 14 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 129 clients with $33M 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 | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
4067 Whipple Ave NW, Suite A, Canton, OH, 44646
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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
Williamson Wealth Management
Previous Registrations
Legacy Investment Group, LLC
State Registrations1 state
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