Margaret Swanson is a CFP-designated registered investment advisor at Modus Advisors, LLC, based in Excelsior, MN, with 5 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 347 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Modus Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for asset management is 1.20% of the value of your account. The maximum annual fee for comprehensive portfolio management is 1.25% of the value of your account. Fees are negotiable and are deducted from client accounts monthly or quarterly in advance. Mutual fund investments held with American Funds are billed quarterly in arrears.
Location
23505 Smithtown Road, Suite 290, Excelsior, MN, 55331
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Margaret owns residential rental real estate property since January 2022. She spends minimal time on this activity.
Employment History
Current Registrations
Modus Advisors, LLC
State Registrations1 state
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