Craig Margolies
Craig Margolies is a registered investment advisor at A.G.P / Alliance Global Partners, based in Holmdel, NJ, with 30 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
2137 Route 35, Suite 345, Holmdel, NJ, 07733
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Regulatory History (2)
Regulatory
September 2015Regulatory
January 2012Employment History
Current Registrations
A.G.P. / Alliance Global PartnersBroker
A.G.P / Alliance Global Partners
Previous Registrations
Aegis Capital CORP.Broker
Aegis Capital CORP.
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
H.J. Meyers & CO., INC.Broker
Line Securities, INC.Broker
H.J. Meyers & CO., INC.Broker
State Registrations29 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.