Megan Cooley is a registered investment advisor at Wealthmark, LLC, based in Bellingham, WA. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 193 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $499K - $1000K | 1.00% |
| $1000K+ | 1.00% |
Fees are negotiable. Qualified clients may pay a 15% performance fee based on capital appreciation, instead of the annual fee on assets under management.
Fee Estimator
Location
1329 N. State St, Suite 206, Bellingham, WA, 98225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wealthmark, LLC
State Registrations1 state
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