Megan Meade is a registered investment advisor at Protools, based in Bellevue, WA, with 28 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
ProTools does not directly manage investments. Instead, it introduces clients to its affiliate, TPFG, which manages the investments. TPFG offers various investment solutions with fees that do not exceed 2.00% annually, including the retail advisor's negotiated fee. The fees are either tiered based on account value or a fixed rate. Some solutions involve investing in PFG Funds, which have their own internal fees. Clients may also pay strategist fees, not exceeding 1.00% annually.
Location
777 108th Avenue Ne, Suite 2100, Bellevue, WA, 98004
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
Protools
Pacific Financial Group, LLC
The Pacific Financial Group, INC.
State Registrations2 states
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.