Megan Kanter is a CFP-designated registered investment advisor at Moneta Group Investment Advisors, LLC, based in Denver, CO, with 15 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 9,163 clients with $51B 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 | 1.00% |
Variable fees generally range from 20 to 100 basis points (0.20% to 1.00%) based on aggregate market value and are negotiated on an individual, client-by-client basis. Annual asset-based fees can at times exceed this range.
Fee Estimator
Location
200 Columbine Street, Suite 220, Denver, CO, 80206
Get directionsHistory
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 is a co-owner of Barkpak LLC, an online dog supply retailer, since 2018. This activity is not investment-related.
Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
Previous Registrations
The Wealth Conservancy, INC.
Personal Capital Advisors Corporation
Eaton Vance Management
Eaton Vance Distributors, INC.Broker
National Planning CorporationBroker
State Registrations3 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
More Advisors
- Jennifer Litsas, CFPMoneta Group Investment Advisors, LLC
- Lynn Dunston, CFPMoneta Group Investment Advisors, LLC
- Thomas Cousins, CFPMoneta Group Investment Advisors, LLC
- Lauren Young, CFPMoneta Group Investment Advisors, LLC
- Jaye Everland, CFPMoneta Group Investment Advisors, LLC
- Rafe Kinder, CFPMoneta Group Investment Advisors, LLC