Meghan Tapia is a registered investment advisor at Pax Financial Group, based in San Antonio, TX, with 9 years of industry experience. Meghan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 1,350 clients with $750M 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 $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable based on client circumstances, strategies, and household account sizes. Sub-adviser and platform fees may apply in addition to the base advisory fee.
Fee Estimator
Location
270 North Loop 1604 East, Suite 200, San Antonio, TX, 78232
Get directionsHistory
Regulatory History (1)
Financial
September 2023Other Business Activities
Meghan is a franchise owner for GJ Gardner Homes in Helotes since 2021, focusing on representation, marketing, and networking. This activity is not investment-related.
Employment History
Current Registrations
Pax Financial Group
Previous Registrations
Sanford C. Bernstein & CO., LLCBroker
Royal Alliance Associates, INC.Broker
Sagepoint Financial, INC.Broker
LPL Financial LLCBroker
State Registrations1 state
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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- Joshua Young, CFAPax Financial Group