Margaret Cargle is a ChFC-designated registered investment advisor at Heinz Investments, based in Atlanta, GA, with 2 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 64 clients with $82M 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 $100K | 2.00% |
| $100K - $250K | 1.65% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.20% |
| $1M+ | 0.85% |
Fee schedule is negotiable. Minimum portfolio value of $50,000 and a minimum annual investment management fee of $1,000.
Fee Estimator
Location
3825 Paces Walk Se, Suite 200, Atlanta, GA, 30339
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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
Heinz Investments
State Registrations1 state
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