Megan Gunn is a registered investment advisor at Charles Schwab & CO., INC., based in San Diego, CA, with 20 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
7510 Hazard Center Dr., Suite 407, San Diego, CA, 92108
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Megan works as an independent consultant and mystery shopper for Bare International, Customer Impact, Guest Check, and A Closer Look since 2008. She dedicates minimal time to these activities.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
First Republic Securities Company, LLCBroker
J.P. Morgan Securities LLCBroker
Goldman, Sachs & CO.Broker
Financial Network Investment CorporationBroker
Sanford C. Bernstein & CO., LLCBroker
Offroad Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.