Megan Spear
Megan Spear is a registered investment advisor at Ameriprise Financial Services, LLC, based in Pittsburgh, PA, with 28 years of industry experience. Megan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
5700 Corporate Dr, Ste 600, Pittsburgh, PA, 15237
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2001Other Business Activities
Megan is involved in two outside business activities. One is investment-related and occupies about 35-50 hours per month, while the other is not investment-related and occupies about 10-20% of her time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations29 states
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.
Exams
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