Jeffery Margolf is a CFA-designated registered investment advisor at Tangent Financial, based in Fort Collins, CO, with 1 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5 clients with $520K 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 | 1.25% |
| $100K - $500K | 1.15% |
| $500K - $1000K | 1.05% |
| $1M+ | 0.95% |
Fees are negotiable and may be waived or discounted for associates, their family members, and pre-existing relationships. Accounts are aggregated for the same household to discount the asset-based fee.
Fee Estimator
Location
Fort Collins, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jeffery is the Director of Corporate Development at Western Veterinary Partners LLC, overseeing the acquisition process of veterinary clinics. This activity is not investment-related and takes about half of his time.
Employment History
Current Registrations
Tangent Financial
State Registrations1 state
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