Megan Fontem is a CFP-designated registered investment advisor at Homestead Advisers CORP., based in Arlington, VA, with 15 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 8 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Standard fee schedules vary by strategy: Equity strategies range from 0.32% to 0.70%, and fixed-income strategies range from 0.10% to 0.40%. Fees are negotiable.
Fee Estimator
Location
4301 Wilson Blvd., Arlington, VA, 22203-1860
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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.
Learn about disclosures →Other Business Activities
Megan works as a shopper for Shipt and Instacart, and as a dasher for Door Dash, all involving grocery and food delivery. Each of these activities requires about 10-20% of Megan's time.
Employment History
Current Registrations
Homestead Advisers CORP.
Homestead Financial Services CORP.Broker
State Registrations53 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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