MarGo Financial is a registered investment advisor based in Tucson, Arizona, founded in 2021 by Marie Gooch. MarGo Financial offers comprehensive wealth management services that combine investment management and financial planning. For investment management, MarGo Financial partners with outside investment managers and uses platforms like Betterment Advisor Solutions to build customized portfolios using low-cost exchange-traded funds and mutual funds. In addition to investment oversight, MarGo Financial provides financial planning on an ongoing or project basis, covering areas such as retirement planning, cash flow and debt management, tax strategies, estate planning, insurance review, college savings, and employee benefits optimization. The firm also offers educational seminars on various personal finance topics. MarGo Financial operates as a fee-only firm, meaning earnings come solely from client-paid fees rather than commissions on product sales.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
MarGo Financial's annual advisory fee is 1.00% of assets under management. Clients may also pay an outside manager fee of up to 1.00% (bringing the total up to 2.00%) and a Betterment platform fee of 0.15% if applicable.