Megan Waters is a CFP-designated registered investment advisor at Covenant Wealth Advisors, based in Richmond, VA, with 17 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 2 more. Their firm serves 523 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Covenant Wealth Advisors offers investment management services where they manage your investments. The annual fee ranges from 0.40% to 1.50% of the value of your portfolio, depending on the amount they manage. The fee may be calculated on combined assets or per account.
Location
8001 Franklin Farms Drive, Rm 208, Richmond, VA, 23229
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Covenant Wealth Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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