Meghan Tapia is a registered investment advisor at Pax Financial Group, based in San Antonio, TX, with 9 years of industry experience. Meghan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,350 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PAX Financial Group manages investments through a wrap fee program. The annual fee is a percentage of your portfolio's value, and the rate decreases as your portfolio grows. The fee is negotiable. If a sub-adviser platform is used, there will be an additional non-negotiable fee.
Here's the fee schedule:
- $0 - $199,999: 1.50%
- $200,000 - $499,999: 1.25%
- $500,000 - $999,999: 1.00%
- $1,000,000 - $1,999,999: 0.90%
- $2,000,000 - $2,999,999: 0.80%
- $3,000,000 – $3,999,999: 0.70%
- $4,000,000 – $4,999,999: 0.60%
- $5,000,000 +: 0.50%
Location
270 North Loop 1604 East, Suite 200, San Antonio, TX, 78232
Get directionsHistory
Regulatory History (1)
Financial
September 2023Other Business Activities
Meghan is a franchise owner for GJ Gardner Homes in Helotes since 2021, focusing on representation, marketing, and networking. This activity is not investment-related.
Employment History
Current Registrations
Pax Financial Group
Previous Registrations
Sanford C. Bernstein & CO., LLCBroker
Royal Alliance Associates, INC.Broker
Sagepoint Financial, INC.Broker
LPL Financial LLCBroker
State Registrations1 state
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.