MD
MD

Meghan Husk Degroot

3 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
548 clients
Average Client Portfolio
$7.1M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$2.5M
Financial Planning:Included in AUM fee
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Location

One Embarcadero Center, Suite 1140, San Francisco, CA, 94111

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Sand Hill Global Advisors, LLC
March 2022 - Present · 3 yrs 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.