A complete list of active advisors currently associated with Margo Park Financial

Warmer can help you find a great advisor at Margo Park Financial or one who fits your needs even better.

Margo Park Financial provides portfolio management and financial planning to individual clients — including high‑net‑worth individuals — as well as trusts and businesses. The firm typically charges percentage‑of‑assets fees for ongoing portfolio management and maintains a stated account minimum of $500,000, though that minimum may be lowered or waived. The firm builds a written Investment Policy Statement for each client and relies on modern portfolio theory and quantitative analysis to construct model portfolios, employing both long‑ and short‑term trading when appropriate. Its investment recommendations span mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), real estate funds, non‑U.S. securities and insurance products, and it manages accounts on both discretionary and non‑discretionary bases. What distinguishes the firm from many of its peers is that a firm principal is a licensed insurance agent and offers commissionable insurance and annuity products as part of its holistic planning, a relationship the brochure discloses as a potential conflict of interest. The firm also manages client assets in‑house without selecting third‑party sub‑advisers, uses the Betterment Advisor Solutions platform (receiving related non‑economic support services), and discloses a capped financial planning fee with a satisfaction guarantee.

To learn more about the advisors currently working at Margo Park Financial, 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.