Margaret Mcneil is a CFP-designated registered investment advisor at Bbr Partners, LLC, based in Chicago, IL, with 11 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,901 clients with $31B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
1,901 clients
Average Client Portfolio
$16.4M average
Assets Under Management
$31.2B
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
Minimum Annual Fee:$325,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.65% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are customized for balances over $100 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Chicago, IL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Previous Registrations
Bbr Partners, LLC
July 2025 - March 2026 · 8 mos
Charles Schwab & CO., INC.
July 2021 - May 2023 · 1 yr 10 mos
Exams
No exam information available for this advisor.