Advisor at Fiduciary Counselling Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tacoma, WA 98402
Credentials
CFP®
Industry experience
7 years
Meaghan Brassey is a CFP® professional with seven years of experience at Fiduciary Counselling, Inc. in Tacoma, WA, where she has worked continuously since 2015. Outside of her advisory role, she assists with financial recordkeeping for her husband’s self-employed novelist activities. Fiduciary Counselling, Inc. provides investment advisory and administrative services to a range of clients, including high-net-worth individuals, trusts, charitable organizations, and family entities. The firm employs written investment policy statements and model portfolios based on modern portfolio theory and offers integrated services such as accounting, tax, estate planning, and trust administration.
Based on Fiduciary Counselling Inc
Negotiated flat fees for extraordinary services including household bill payment, payroll and pension services, additional tax returns, special projects, and estate administration services based on gross estate value.
$0 - $1,000,000: 0.700% $1,000,001 - $2,000,000: 0.675% $2,000,001 - $5,000,000: 0.625% $5,000,001 - $10,000,000: 0.460% $10,000,001 - $25,000,000: 0.350% $25,000,001 - $50,000,000: 0.310% $50,000,001 - $75,000,000: 0.280% $75,000,001 - $100,000,000: 0.230% $100,000,001 - $200,000,000: 0.160% $200,000,001 - $300,000,000: 0.100% $300,000,001+: 0.080%
Minimum fee: $1,000 minimum annual fee for foundations and individuals over age 21; $250 minimum annual fee for custodial accounts, minority trusts, irrevocable trusts and qualified personal residence trusts in grantor period; $500 minimum annual fee for certain non-joint spousal accounts that choose not to household; $1,000 minimum for a householding relationship; minimum fees do not apply to minor IRAs and minor education savings accounts. Fee-only: Flat fees for certain services including extraordinary services, divorce services (minimum $1,500), partnership tax return preparation ($1,500 to $10,000+), donor advised fund accounts ($500 minimum), and fees for donor advised funds in Fidelity Charitable Investment Advisor Program (0.50% with $500 minimum).
1145 Broadway Plaza, Suite 1500
Tacoma, WA 98402
Texas · Washington
Fiduciary Counselling, Inc.
2021 - Present (5 years)
Fiduciary Counselling, Inc.
2018 - 2021 (3 years)
Fiduciary Counselling, Inc.
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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