Margin Advisory Group LLC

Overview

Margin Advisory Group LLC is a small, individually owned limited liability company that combines insurance brokerage with advisory services. The firm lists financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers among its advisory activities. It operates as a capital allocator, arranging access to external managers rather than managing large captive strategies in-house. Fee arrangements include a percentage-of-AUM option as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser.

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Location & Offices