Megan Rowsey is a registered investment advisor at Rks Management, INC., based in calabasas, CA, with 8 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
RKS Management does not directly manage investments. Instead, RKS refers clients to third-party investment advisors like Ameriprise. The fees for investment management are charged by the third-party advisor, and RKS receives a portion of those fees. The total fee for investment management services through Ameriprise is up to 1.50% annually.
Location
23801 calabasas rd #2026, calabasas, CA, 91302
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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 is a Pilates instructor at Ya Fit Pilates, dedicating about half her time to this role. She is also a real estate agent with Vylla, spending about 10-20% of her time on residential real estate.
Employment History
Current Registrations
Rks Management, INC.
Previous Registrations
Rks Management, INC.
Rks Management, INC.
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.