MF
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Megan Fleischer

5 Years of Experience
Omaha, NE

Megan Fleischer is a registered investment advisor at Revolution Capital, LLC, based in Omaha, NE, with 5 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, Retirement Planning, and 1 more. Their firm serves 192 clients with $240M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
192 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$241.9M

Fee Structure

Investment management only (planning not offered)

Revolution Capital manages investment portfolios for a fee based on the value of your investments. The annual fee will not exceed 2%. A $25 per account, per quarter technology fee is also charged to cover technology and administrative costs, but this fee may be reduced or waived. Fees are negotiable and will be outlined in your investment advisory contract.

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Location

17838 Burke Street, # 103, Omaha, NE, 68118

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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.

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Employment History
Current Registrations
Revolution Capital, LLC
July 2020 - Present · 5 yrs 10 mos
State Registrations2 states
NETX
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.