Margaret Wittkopp is a registered investment advisor at Veritas Financial Services, LLC, based in Plymouth, WI, with 17 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negotiable based on aggregate value of related accounts or complexity.
Fee Estimator
Location
506 E. Mill Street, Suite 101, Plymouth, WI, 53073
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Margaret is the owner of Hartland Investment Properties LLC, managing investment properties since 1997. This activity requires minimal time.
Employment History
Current Registrations
Veritas Financial Services, LLC
Previous Registrations
Veritas Financial Services, LLC
State Registrations3 states
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.