Megan Duarte
Megan Duarte is a registered investment advisor at Ameriprise Financial Services, LLC, based in Santa Maria, CA, with 7 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 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2605 S Miller St, Ste 104, Santa Maria, CA, 93455
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Megan serves as Treasurer for Duarte at multiple locations and as Secretary/Treasurer for Duarte. She also serves as Treasurer for United Pentecostal Church International DBA Revival Tabernacle of Santa Maria, completing deposits and maintaining donation logs, dedicating a few hours per week to each role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
State Registrations23 states
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