Margaret Bilby is a CFP-designated registered investment advisor at Gen2 Advisors, LLC, based in Maitland, FL, with 18 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
Maitland, FL
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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 →Employment History
Current Registrations
Gen2 Advisors, LLC
Previous Registrations
Cyndeo Wealth Partners
David Vaughan Investments, LLC
USAA Financial Planning Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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