Margo Werner is a CFP-designated registered investment advisor at 44 Wealth Management LLC, based in Eugene, OR, with 5 years of industry experience. Margo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 229 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
44 Wealth Management's annual investment management fee is based on the total value of assets in your account. The fee is assessed monthly, based on the prior month-end value. The annual fee ranges up to 1.75%. Fees can be structured as a fixed percentage, tiered, or linear schedule.
Location
2350 Oakmont Way, Suite 104, Eugene, OR, 97401
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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 is a board member for the Marist Catholic High School Foundation, an educational organization. She dedicates minimal time to this activity, supporting the group's operations.
Employment History
Current Registrations
44 Wealth Management LLC
State Registrations1 state
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.