Meaghan Brugge is a registered investment advisor at Headwaters Financial Planning, LLC, based in Granby, CO, with 2 years of industry experience. Meaghan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8 clients with $900K 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 $1.3M | 1.00% |
| $1.3M - $2.5M | 0.90% |
| $2.5M+ | 0.80% |
The annual fee is negotiable.
Fee Estimator
Location
Granby, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Headwaters Financial Planning, LLC
State Registrations1 state
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