Meghan Tait is a CFP-designated registered investment advisor at Financial Coach, based in West Chester, PA, with 11 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, Corporate Executives, Education Planning, Estate Planning, and 9 more. Their firm serves 253 clients with $400M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.10% |
Rates shown reflect the Financial Coach division schedule. The New Wealth Project division offers a separate tiered schedule starting at 0.75% for the first $1 million with a $2,500 minimum annual advisory fee.
Fee Estimator
Contact
Meghan Tait
Location
940 E. Boot Rd., Suite 101, West Chester, PA, 19380
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
Meghan works as a field hockey coach for Saints Simon & Jude Church since 2016. This activity requires minimal time.
Employment History
Current Registrations
Financial Coach
Previous Registrations
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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