Megan Vitalis-Troupe
Megan Vitalis-Troupe is a registered investment advisor at Saturna Capital Corporation, based in Bellingham, WA, with 5 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 High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 91 clients with $8.6B 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 $5.0M | 0.50% |
| $5M+ | 0.40% |
Annual advisory fee also includes a flat $2,500 base fee in addition to the percentage rates. Minimum annual fee is $5,000.
Fee Estimator
Location
1300 N State St., Bellingham, WA, 98225-4730
Get directionsHistory
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 →Employment History
Current Registrations
Saturna Capital Corporation
Saturna Brokerage Services, INCBroker
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
- Shamil Devji, CFASaturna Capital Corporation
- Bryce Fegley, CFASaturna Capital Corporation
- Patrick Drum, CFA, CFPSaturna Capital Corporation
- William Jones, CFASaturna Capital Corporation
- Elizabeth Alm, CFASaturna Capital Corporation
- Levi Zurbrugg, CFASaturna Capital Corporation