Marguerite Beach is a CFP-designated registered investment advisor at Nexjenn Financial Services, based in Naperville, IL, with 9 years of industry experience. Marguerite operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3 clients with $3.9M 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 are negotiable.
Fee Estimator
Location
Naperville, IL
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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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Marguerite is the CFO and partner of NexJenn Real Estate, dedicating minimal time to this role. She also owns NexJenn CPA, providing tax preparation, bookkeeping, and payroll services, taking about half of Marguerite's time.
Employment History
Current Registrations
Nexjenn Financial Services
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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.