MARGIN offers investment management, financial planning, tax planning, and consulting services primarily to high-net-worth individuals and families. As a fee-only firm, MARGIN only receives compensation directly from clients and acts in their best interest. Investment recommendations focus on exchange-traded funds and open-end mutual funds, but may also include individual stocks, bonds, and other securities. Financial planning covers various aspects, including cash flow projections, tax planning, estate planning, and retirement planning.
Assets Under Management$68M
Clients29
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$68M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.90% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.15% |
| $10M+ | 0.05% |
The asset-based fees described above are “blended”, meaning that the percentage rates are applied to each corresponding range of assets, resulting in a combined fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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