Margaret Pigg is a registered investment advisor at Peterson Wealth Services INC., based in South Ogden, UT, with 9 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 453 clients with $530M 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 | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable based on the size of the relationship, services offered, and complexity of the relationship.
Fee Estimator
Location
1523 East Skyline Drive Suite C, South Ogden, UT, 84405
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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.
Learn about disclosures →Other Business Activities
Margaret works as a relationship manager for Utah Divorce Planning LLC, a support company. She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Peterson Wealth Services INC.
Previous Registrations
Peterson Wealth Services INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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