MM
MM

Megan Miener

7 Years of Experience
St. Charles, MO

Megan Miener is a registered investment advisor at Fyra Capital Management, based in St. Charles, MO, with 7 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 858 clients with $500M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
858 clients
Average Client Portfolio
$588K average
Assets Under Management
$504.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

FYRA Capital Management charges a percentage of your portfolio's value annually for investment management services. This fee covers advisory and consulting services, trade entry, investment supervision, and account maintenance. The specific fee is set forth in your Investment Advisory Agreement. The maximum annual advisory fee is 2.00%. Fees are billed monthly based on the average daily balance of your account. Legacy positions can be excluded from the fee calculation when applicable.

Loading...

Location

1520 South 5th Street, Suite 300, St. Charles, MO, 63303

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Fyra Capital Management
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Ae Wealth Management, LLC
January 2019 - May 2023 · 4 yrs 4 mos
State Registrations1 state
MO
Advisor

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
No exam information available for this advisor.