Megan Branham is a CFA-designated registered investment advisor at Principal Asset Management, based in Denver, CO, with 18 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,399 clients with $360B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Principal AM's fees are generally based on a percentage of the value of the assets they manage or a fixed fee. Fees can vary and may be negotiable depending on factors like the client's relationship with Principal AM, the number of accounts managed, the size of the account, and the services provided. Fees and allocations can be fixed, fixed plus performance-based, or performance-based only. Certain fixed fees are required to be paid up front.
Location
4600 S Syracuse, Ste 1010, Denver, CO, 80237
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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.
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Megan owns a rental property, but all landlord duties are handled by a property management firm and is not investment related. She also performs certain functions for Principal Global Investors, LLC and its affiliates, dedicating minimal time to this activity.
Employment History
Current Registrations
Principal Asset Management
Principal Funds Distributor, INC.Broker
Principal Securities, INC.Broker
Previous Registrations
Principal Securities, INC.
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.Broker
Lockton Financial Advisors, LLCBroker
Lockton Investment Advisors, LLC
Strategies LLC
State Registrations51 states
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