Meghan Waclawsky is a CFP-designated registered investment advisor at Kaizerman & Associates, LLC, based in Natick, MA, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 15 clients with $26M 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 $100K | 1.50% |
| $100K - $300K | 1.15% |
| $300K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
182 West Central Street, Suite 200, Natick, MA, 01760
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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
Meghan works as a financial planner for Kaizerman & Associates, providing financial planning services, support, and analysis. This activity takes about a quarter of her time.
Employment History
Current Registrations
Kaizerman & Associates, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Wellington Funds Distributors INC.Broker
State Registrations18 states
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