Megan Beaufays is a registered investment advisor at Avion Wealth, based in The Woodlands, TX, with 11 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 5 more. Their firm serves 300 clients with $980M 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 $2.5M | 1.00% |
| $2.5M - $4.0M | 0.90% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | Included |
Fees for accounts over $50,000,000 are negotiable. Minimum quarterly fee is $5,000 (or $9,000 for complex entrepreneur clients), which may be lowered based on complexity.
Fee Estimator
Location
2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX, 77381-3913
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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 operates Speakman Financial Group as a DBA for her LPL business. This activity is investment-related and occurs at her reported business location.
Employment History
Current Registrations
Avion Wealth
Previous Registrations
LPL Financial LLCBroker
PNC InvestmentsBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
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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