Margaret Ranger is a registered investment advisor at Wakely Investment Management, based in Wakefield, MA, with 16 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 57 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The current annual fee for any size portfolio ranges from 0.00% to 1.00% of assets under Wakely Investment Management’s management. In certain circumstances, fees, account minimums, and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Location
Wakefield, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wakely Investment Management
Previous Registrations
Pw Global Advisors
State Registrations1 state
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