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Margaret Thamer Mayer

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,216 clients
Average Client Portfolio
$220K average
Assets Under Management
$267.4M

Fee Structure

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Location

1145 Hembree Rd., Roswell, GA, 30076

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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.

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Other Business ActivitiesSells Insurance

Margaret is the sole owner of Milton Financial, LLC, through which she markets investment and insurance products. She spends about 10-20% of her time on these activities.

Employment History
Current Registrations
Optivise Advisory Services LLC
January 2021 - Present · 5 yrs 1 mo
Howard Capital Management, INC.
March 2016 - Present · 9 yrs 11 mos
Previous Registrations
Optivise Advisory Services LLC
June 2019 - December 2020 · 1 yr 6 mos
Blue Duck Wealth Management
September 2016 - June 2019 · 2 yrs 9 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.