A complete list of active advisors currently associated with Margin Advisory Group LLC
Warmer can help you find a great advisor at Margin Advisory Group LLC or one who fits your needs even better.
Margin Advisory Group LLC offers discretionary portfolio management and financial planning to individuals, high-net-worth individuals, trusts and estates. Services described in the brochure include ongoing asset management, an annual comprehensive planning program called the Margin Method, standalone financial planning and consulting, and retirement plan consulting for qualified plans. The firm says it builds portfolios using a mix of fundamental and technical analysis, charting and modern portfolio theory, and conducts quarterly account reviews with ongoing client access and periodic meetings. For planning work it uses both fixed-fee and hourly engagements and provides client progress tracking and projections through a third‑party planning tool. Distinctive aspects disclosed in the brochure include serving as a limited‑scope ERISA 3(21) advisor for retirement plans (pension consulting) and excluding certain illiquid or employer‑sponsored assets from plan services. The principals are also licensed insurance agents (and one is active in real estate), and the firm discloses that they may receive separate insurance or real estate compensation — a potential conflict the brochure says is managed through disclosure and fiduciary procedures; the filing also reports no assets under management and that the firm is not a private fund adviser.
To learn more about the advisors currently working at Margin Advisory Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mount Carmel, IL
| 3
| |
Mount Carmel, IL
| 5
|
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