Megan Palazzo
Megan Palazzo is a registered investment advisor at Consolidated Portfolio Review CORP, based in Sandy, UT, with 18 years of industry experience. Megan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,228 clients with $1.6B 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 $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Shows the tiered billing schedule maximum annual advisory fees. The firm also offers threshold billing, flat percentages, and flat annual fees. Fees are negotiable.
Fee Estimator
Location
9980 S 300 W Ste 200, Sandy, UT, 84070
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2024Financial
October 2016Other Business ActivitiesSells Insurance
Megan is a fixed insurance producer since 2009 and occasionally uses fixed insurance products for clients, dedicating minimal time to this. She also owns Palazzo Wealth LLC for tax purposes and Granite Canyon Wealth, her DBA, spending minimal time on each.
Employment History
Current Registrations
Consolidated Portfolio Review CORP
Vanderbilt Securities, LLCBroker
Vanderbilt Securities, LLC
Previous Registrations
Lone Peak Advisers
Transitional Broker LLCBroker
Lone Peak Advisers
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Gwn Securities INC.Broker
Gwn Securities INC.
Legend Advisory CORP
Legend Equities CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations11 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.
Exams
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