Meghan Mader
Meghan Mader is a CFP-designated registered investment advisor at Tsg Advice Partners, LLC, based in Columbus, OH, with 21 years of industry experience. Meghan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,157 clients with $870M 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 $750K | 1.00% |
| $750K - $2.0M | 0.90% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Clients may also elect a flat annual fee ranging from $25,000 to $150,000, which includes tax preparation services. Fees are negotiable based on factors such as anticipated future assets, account composition, and pre-existing relationships.
Fee Estimator
Location
4449 Easton Way, Suite 200, Columbus, OH, 43219
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 ActivitiesSells Insurance
Meghan is a partner in Mason Financial Solutions and Triple M, and also a partner in Maderville, LLC, a holding company for property. Meghan also volunteers with Junior Achievement and New Directions, and is involved with Collaborative Insurance Partners, where she spends a few hours per week on insurance sales.
Employment History
Current Registrations
Tsg Advice Partners, LLC
Previous Registrations
Collaborative Financial Partners LLC
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
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