Margaret Starner
Margaret Starner is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 45 years of industry experience. Margaret is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B 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 | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134
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Regulatory History (1)
Customer Dispute
December 2009Other Business Activities
Margaret is a director at the John T. Macdonald Foundation, chairing the School Health Program, and spends minimal time on this. She is also a founder and board member of the Women's Leadership Alliance, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations37 states
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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