Margin Advisory Group LLC

Overview

Margin Advisory Group LLC is a privately held limited liability company that serves individual and small-business clients with financial planning and portfolio management services. The firm also lists insurance brokerage among its business activities and offers selection-of-adviser services, indicating it sources third-party managers when appropriate. Its stated fee arrangements include percentage-of-assets, hourly charges, and fixed fees, giving the firm flexibility to price engagements by client preference or service type. The FINTRX snapshot identifies the firm as a capital allocator and records that it is not an active ESG investor. The database flags the owner type as an individual and classifies the adviser as “unclassified.” The firm is not described as a multistate adviser and is not newly formed. While advisory activities include pension consulting services, the snapshot also indicates the adviser is not recorded as a pension consultant, implying pension work may be occasional or scoped narrowly.

Investments & Alternatives

Location & Offices