MM
CFP

Meghan Alexandra Muñoz

6 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
629 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$925.4M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee

Fees are negotiable and depend on the size of the account and other considerations. Account fees range from 1.5% of assets under management and below. Clients may incur custodian fees and other transaction costs. Fees are calculated monthly in arrears based on the end-of-month market value. For certain annuities, fees are calculated quarterly in arrears based upon the average daily contract value.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
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Advisor Information

Office location

3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Alaska Wealth Advisors
June 2019 - Present · 6 yrs 7 mos
State Registrations1 state
AK
Advisor
Exams
No exam information available for this advisor.