Meaghan Brassey is a CFP-designated registered investment advisor at Fiduciary Counselling INC, based in Tacoma, WA, with 7 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, and 1 more. Their firm serves 1,721 clients with $9.5B 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 $1.0M | 0.70% |
| $1.0M - $2.0M | 0.68% |
| $2.0M - $5.0M | 0.63% |
| $5.0M - $10.0M | 0.46% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.31% |
| $50.0M - $75.0M | 0.28% |
| $75.0M - $100.0M | 0.23% |
| $100.0M - $200.0M | 0.16% |
| $200.0M - $300.0M | 0.10% |
| $300M+ | 0.08% |
FCI reserves the right to reduce or waive fees at its sole discretion, exclude assets from the fee schedule, provide discounts, and aggregate accounts for breakpoint purposes. Shares of exempted family companies are excluded from the fee schedule.
Fee Estimator
Location
1145 Broadway Plaza, Suite 1500, Tacoma, WA, 98402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Meaghan's husband is a self-employed novelist since 2007, and she maintains financial records and files taxes for him. This unpaid position requires minimal time and is not investment-related.
Employment History
Current Registrations
Fiduciary Counselling INC
State Registrations2 states
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