Margaret Mckinney
Margaret Mckinney is a registered investment advisor at Moneta Group Investment Advisors, LLC, based in St. Louis, MO, with 8 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 9,163 clients with $51B 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% |
Variable fees generally range from 20 to 100 basis points (0.20% to 1.00%) based on aggregate market value and are negotiated on an individual, client-by-client basis. Annual asset-based fees can at times exceed this range.
Fee Estimator
Location
100 South Brentwood Blvd, St. Louis, MO, 63105
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Regulatory History (1)
Financial
September 2017Other Business Activities
Margaret owns Maggie's Stationery Shop LLC, an online stationery store making cards for special occasions, since 2022. She spends about 10-20% of her time on this non-investment related activity.
Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
TD Ameritrade, INC.Broker
Scottrade, INC.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.
Exams
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