Coe Magruder
Coe Magruder is a registered investment advisor at Washington Growth Strategies LLC, based in Washington, DC, with 26 years of industry experience. Coe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Washington Growth Strategies' investment management fees generally range from 0.50% to 2.00% per year of the value of your portfolio. The exact fee depends on factors like the size of your account and the complexity of your assets. For some clients, ongoing financial planning is included in this fee.
Location
1200 G Street Nw, 8th Floor, Washington, DC, 20005
Get directionsHistory
Regulatory History (2)
Investigation
January 2006Customer Dispute
January 1995Employment History
Current Registrations
Washington Growth Strategies LLC
Previous Registrations
Morgan Stanley
UBS Financial Services INC.
State Registrations6 states
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