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Margaret Twombly is a registered investment advisor at Twombly Asset Management LLC, based in Northfield, IL, with 28 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 44 clients with $50M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
44 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$49.8M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are payable monthly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
222 Northfield Road, Suite 200, Northfield, IL, 60093
Get directionsHistory
Regulatory History (4)
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Customer Dispute
August 2009Denied
Judgment / Lien
March 2002Judgment / Lien
December 2001Employment Separation After Allegations
October 1997Employment History
Current Registrations
Twombly Asset Management LLC
October 2009 - Present · 16 yrs 6 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
September 2008 - October 2009 · 1 yr 1 mo
Wachovia Securities, LLC
July 2003 - September 2008 · 5 yrs 2 mos
Prudential Securities Incorporated
January 1998 - July 2003 · 5 yrs 6 mos
State Registrations2 states
ILUT
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.