MS
MS

Margaret Stauder

6 Years of Experience
Fenton, MO

Margaret Stauder is a registered investment advisor at Institutional Investors Advisory Company, based in Fenton, MO, with 6 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $31M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$15.7M average
Assets Under Management
$31.4M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$200,000

IIAC manages investments for two funds and charges a management fee of 0.89% per year of the fund's daily average total assets. There is also an administrative fee of 0.2% per year of the fund's daily average total assets, subject to a minimum annual fee of $200,000, apportioned between the two Funds according to their respective net asset values.

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Location

1859 Bowles Avenue, Suite 100, Fenton, MO, 63026-1942

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Margaret is the Director of Communications and Client Relations for Institutional Investors Advisory Company, spending nearly full-time providing fund management and communication services. She also holds the same position at Zielinski Companies, Inc. and Zielinski & Associates, Inc., spending minimal time providing client communication services for both.

Employment History
Current Registrations
Institutional Investors Advisory Company
March 2019 - Present · 7 yrs 2 mos
State Registrations1 state
MO
Advisor

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
No exam information available for this advisor.