Meagan Roberts is a registered investment advisor at Heritage Wealth Advisors, based in Wexford, PA, with 4 years of industry experience. Meagan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 451 clients with $4.9B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable based on factors such as account size, portfolio composition, and family householding.
Fee Estimator
Location
2563 Brandt School Rd, Suite 201, Wexford, PA, 15090
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
Heritage Wealth Advisors
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
- Sarah Simmer, CFPHeritage Wealth Advisors
- Craig Slaubaugh, CFPEntrewealth
- Timothy Buggy, CFPEquitable Advisors, LLC
- Thomas Proctor, CFPProctor Advisory Wealth, LLC
- Jeffrey Muhlenkamp, CFAMuhlenkamp & CO INC
- Bruno Natter, CFP, ChFCAmeriprise Financial Services, LLC