Advisor at Executive Money Managers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Executive Money Managers, Inc.
Location
Marietta, GA
Credentials
Series 65
Industry experience
22 years
Margaret Hubbard is a financial advisor at Executive Money Managers, Inc. with 22 years of industry experience. She holds a Series 65 designation and has worked at Joel Hubbard, CPA, PC since 1986. Outside of advisory services, she serves as president of Beyond Measure Consulting, Inc., a management consulting firm specializing in business planning and accounting systems. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with discretionary portfolio management and standalone advisory consulting services.
Based on Executive Money Managers, Inc.
$0 - $250,000: 1.00% $250,001+: 0.50%
$250 per hour, negotiable depending on client circumstances
Account minimum: $50,000
Marietta, GA
Georgia
Joel Hubbard, CPA, PC
1986 - Present (40 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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