Margaret Swinney
Margaret Swinney is a registered investment advisor at Acorn Financial Advisory Services, INC., based in Reston, VA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,352 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fee Estimator
Location
1900 Campus Commons Drive, Suite 600, Reston, VA, 20191
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2015Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Margaret is an agent for Acorn Financial, selling fixed life insurance, and owns Swinney Financial, LLC, managing its books and records. She also owns a rental property, spending minimal time on each of these activities.
Employment History
Current Registrations
Acorn Financial Advisory Services, INC.
The Strategic Financial Alliance, INC.Broker
The Strategic Financial Alliance, INC.
Previous Registrations
Voya Financial Advisors, INC.
Financial Planning Services of Virginia
Voya Financial Advisors, INC.Broker
State Registrations20 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.