Meghan Mcnulty is a registered investment advisor at Wealth Advisory Lab LLC, based in Newport Beach, CA, with 3 years of industry experience. Meghan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
620 Newport Center Drive Suite 1100, Newport Beach, CA, 92660
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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 →Other Business Activities
Meghan is a licensed attorney in California and runs an estate planning law firm. She also does biomedical consulting and business development for RTT Medical and is a managing partner at MLP Strategic Advisors And Government Affairs, spending minimal time outside trading hours on the latter.
Employment History
Current Registrations
Wealth Advisory Lab LLC
State Registrations1 state
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