Margaret Mcnabb is a CFP-designated registered investment advisor at Portfoliosboston, based in Dennis, MA, with 31 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, Retirement Planning. Their firm serves 22 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PortfoliosBoston charges an annual management fee based on the value of your portfolio. The fee is determined once per year and withdrawn quarterly from client accounts. Retirement accounts are combined with non-retirement accounts to get the lowest possible fee.
The fees are:
- All IRA assets: 0.85%
- Non-IRA Assets:
- $100,000 (or below) to $200,000: 2% for individual stocks, 1.5% for managed investments or bonds
- $200,001 to $500,000: 1.75% for individual stocks, 0.85% for managed investments or bonds
- $500,001 to $1,000,000: 1.5% for individual stocks, 0.75% for managed investments or bonds
- $1,000,001 to $2,000,000: 0.75%
- $2,000,000+: 0.55%
Location
1070 Rte 134, Dennis, MA, 02641
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Portfoliosboston
State Registrations1 state
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