Megan Poore is a registered investment advisor at Watercolor Financial, based in Austin, TX, with 23 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 142 clients with $180M 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 $1000K | 1.50% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $8.0M | 0.70% |
| $8.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable for accounts of $10,000,000 and up.
Fee Estimator
Location
9600 Great Hills Trail, Suite 150W, Austin, TX, 78759
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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
Megan chairs the Covenant Presbyterian Worship Committee, consulting on the budget and overseeing events, dedicating minimal time. She is also a commissioned Notary Public, providing free services to Watercolor customers, also dedicating minimal time.
Employment History
Current Registrations
Watercolor Financial
Previous Registrations
Northwest Asset Management
Lucien Stirling & Gray Advisory Group INC
Lucien, Stirling & Gray Financial CorporationBroker
State Registrations2 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.