Megan Grandmaison
Megan Grandmaison is a registered investment advisor at Robertson Stephens, based in South Kingstown, RI, with 7 years of industry experience. Megan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,295 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and typically range from 0.10% to 2.00% based on the size and complexity of the services required. Clients may also negotiate an annual fixed fee.
Fee Estimator
Location
50 South County Commons Way, Unit E6, South Kingstown, RI, 02879
Get directionsHistory
Regulatory History (1)
Financial
November 2019Employment History
Current Registrations
Robertson Stephens
Robertson Stephens Capital Markets, LLCBroker
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, 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
More Advisors
- Carol NulmanRobertson Stephens
- Michael Paolino, CFP, ChFCEdward Jones
- Giancarlo Pannone, CFPMorgan Stanley
- Michael Catarina, CFACetera Investment Advisers LLC
- Leo Varriale, CFPAmeriprise Financial Services, LLC