Margaret Loncki is a registered investment advisor at Merus Advisors, LLC, based in Santa Barbara, CA, with 3 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, Retirement Planning. Their firm serves 62 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
801 Garden Street, Suite 300, Santa Barbara, CA, 93101
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Regulatory History
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 →Other Business Activities
Margaret is the Managing Member of Martin Untied LLC, a property management company operating multi-family real estate, since 2021. She spends about 10-20% of her time on this business outside of regular business hours.
Employment History
Current Registrations
Merus Advisors, LLC
Previous Registrations
Certis Capital Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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