Margo Porter-Panfili is a registered investment advisor at Investor Fan, based in Upland, IN, with 17 years of industry experience. Margo 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 634 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investor FAN's investment management fees are based on the amount of your portfolio and the rate agreed upon in your advisory agreement. The fee can be flat, fixed, or based on a schedule, but will not exceed 2% annually. The fee is deducted from your account quarterly, either in advance or at the end of the quarter, as specified in your agreement.
Location
Upland, IN
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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.
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Margo provides financial services, tax accounting, and preparation services. This activity is not investment-related.
Employment History
Current Registrations
Investor Fan
Previous Registrations
Pacific West Financial Consultants INC
State Registrations2 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.