MarGo Financial offers wealth management (investment management and financial planning), financial planning services, and educational seminars. For wealth management, MarGo Financial uses third-party investment advisors to manage client accounts. MarGo Financial helps clients select an appropriate allocation model, completes the third-party manager's questionnaire, interacts with the manager, and reviews the manager. Financial planning services are offered on a project basis or ongoing.
Fee Structure
MarGo Financial uses third-party investment managers to manage client accounts. The total annual advisory fee is up to 2.00% of the value of your portfolio, which includes MarGo Financial's fee of 1.00% and the outside manager's fee of up to 1.00%. The outside manager's fee varies based on the investment strategy and the amount invested. For clients with less than $150,000 in assets under management, there is an additional annual fee of $780.