Margo
Werner
44 Wealth Management LLC
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About this Advisor
Margo Werner is a financial advisor based in Eugene, Oregon, working with 44 Wealth Management LLC. Margo has previously held positions at 44 Wealth Management LLC, Bank Of America Merrill Lynch, Colgate University, Kenmore Air Harbor, Inc, and the Office Of Residential Life at Colgate University. Margo has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, Margo is part of 44 Wealth Management LLC, which operates out of Eugene, Oregon. The firm has 5 employees and manages assets totaling $469.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at 44 Wealth Management LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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44 Wealth Management LLC Brokerage Details
$468,953,240
5
1,197
$391,774
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Margo Werner Work History
44 Wealth Management LLC
N/A
Bank Of America Merrill Lynch
Office Of Residential Life Colgate University
Bank Of America Merrill Lynch
Bank Of America Merrill Lynch
Kenmore Air Harbor, Inc
Office Of Residential Life Colgate University
Bank Of America Merrill Lynch
Colgate University
Student
Disclosures
Please visit the SEC profile of Margo Werner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at 44 Wealth Management LLC
Eugene, OR
Eugene, OR
Eugene, OR
Eugene, OR
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