Meghan Vanderlugt is a registered investment advisor at Valor Wealth Group, LLC, based in Ada, MI, with 23 years of industry experience. Meghan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Fees are negotiable depending on client circumstances.
Fee Estimator
Location
7163 Headley St Se, Ste B, Ada, MI, 49301
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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 →Employment History
Current Registrations
Valor Wealth Group, LLC
Previous Registrations
Innovia Wealth, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Nylife Securities LLCBroker
Ws Griffith Securities, INC.Broker
Princor Financial Services CorporationBroker
State Registrations1 state
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