Meg Sheil-Puopolo
Meg Sheil-Puopolo is a registered investment advisor at Verdence Capital Advisors, LLC, based in Hunt Valley, MD, with 24 years of industry experience. Meg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Estate Planning, Insurance Planning, and 3 more. Their firm serves 1,751 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.30% |
Fees for existing clients and Family Office clients may vary. Fees may be negotiated with new advisors joining the firm.
Fee Estimator
Location
50 Schilling Road, Suite 300, Hunt Valley, MD, 21031
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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
Meg is a partner in Hunt Valley Partners, an investment partnership, since May 2022. She dedicates minimal time to this activity and is strictly an investor.
Employment History
Current Registrations
Verdence Capital Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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