Margaret Horsley is a CFP-designated registered investment advisor at Glassy Mountain Advisors, INC., based in Washington, DC, with 4 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 122 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are also charged on client assets on margin and on accrued interest. Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
Location
Washington, DC
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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
Glassy Mountain Advisors, INC.
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Vanguard Marketing CorporationBroker
State Registrations2 states
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