Meaghan Brassey is a CFP-designated registered investment advisor at Fiduciary Counselling INC, based in Tacoma, WA, with 8 years of industry experience. Meaghan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,761 clients with $10B 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 | 0.70% |
| $1.0M - $2.0M | 0.68% |
| $2.0M - $5.0M | 0.63% |
| $5.0M - $10.0M | 0.46% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.31% |
| $50.0M - $75.0M | 0.28% |
| $75.0M - $100.0M | 0.23% |
| $100.0M - $200.0M | 0.16% |
| $200.0M - $300.0M | 0.10% |
| $300M+ | 0.08% |
Fees are generally billed quarterly in arrears. Minimum annual fees apply depending on account type ($1,000 standard minimum for individuals and foundations; $250-$500 for certain trusts).
Fee Estimator
Location
1145 Broadway Plaza, Suite 1500, Tacoma, WA, 98402
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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
Meaghan's husband is a self-employed novelist since 2007, and she maintains financial records and files taxes for him. This unpaid position requires minimal time and is not investment-related.
Employment History
Current Registrations
Fiduciary Counselling INC
State Registrations2 states
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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