MT
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
2,479 clients
Average Client Portfolio
$294K average
Assets Under Management
$728.5M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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PAX Financial Group charges a single asset-based wrap fee. The specific fee is agreed upon between the client and PAX. If a client participates in Third-Party Separate Account Management, they will pay the third-party manager an investment management fee out of account assets directly, which is separate and in addition to PAX’s fee. Clients participating in SMArtX Advisory Solutions will be charged an additional platform fee of 0.1% and a third-party strategist model fee set by the third-party strategist.
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information
Office location
270 North Loop 1604 East, Suite 200, San Antonio, TX, 78232
Get directionsRegulatory History (1)
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Financial
September 2023Final
Other 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
December 2024 - Present · 1 yr 1 mo
Previous Registrations
Sanford C. Bernstein & Co., LLC Broker
April 2020 - March 2022 · 1 yr 11 mos
Royal Alliance Associates, INC. Broker
March 2019 - March 2020 · 1 yr
Sagepoint Financial, INC.Broker
September 2017 - February 2019 · 1 yr 5 mos
LPL Financial LLC Broker
November 2013 - September 2017 · 3 yrs 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.