Megan Miller is a registered investment advisor at Towerpoint Wealth, LLC, based in Sacramento, CA, with 3 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 535 clients with $470M 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 $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.60% |
Fees are negotiable above $15,000,000. TPW may charge clients according to a legacy fee schedule, or a flat percentage not to exceed 1.25%.
Fee Estimator
Location
500 Capitol Mall, Suite 2060, Sacramento, CA, 95814
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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
Megan works as an Associate Wealth Advisor at Towerpoint Wealth, LLC, a registered investment advisor. This is a full-time position involving client servicing and business development.
Employment History
Current Registrations
Towerpoint Wealth, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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