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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Fitzsimmons MacCowatt is an Investment Advisor Representative with BBR Partners, LLC. Margaret has been in the industry since 2014 and has a Series 65 license. Margaret has a broad range of experience working with individuals, high-net-worth individuals, corporations, investment companies, and pooled investment vehicles. Margaret is also able to provide financial planning and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
07/17/2024 - Present
BBR Partners, LLC (NEW YORK NY)
IA
Issued 07/17/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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