Meghan Hyland is a registered investment advisor at Westhill Financial Advisors, INC., based in San Rafael, CA, with 10 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, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 442 clients with $680M 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 $100K | 1.35% |
| $100K - $500K | 1.15% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.30% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
999 Fifth Ave., Suite 300, San Rafael, CA, 94901
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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 →Employment History
Current Registrations
Westhill Financial Advisors, INC.
State Registrations2 states
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