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Meaghan E Brassey

Fiduciary Counselling Inc.

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About Meaghan E Brassey

Meaghan E. Brassey is a registered investment advisor representative at Fiduciary Counselling Inc. based in Tacoma, Washington. Meaghan has been with the firm since 2014 and has a strong focus on providing financial planning and investment management services to individuals, businesses, and investment companies. Meaghan has experience working with clients across a wide range of financial goals, including retirement planning, college savings, and estate planning. Meaghan is also a Certified Financial Planner. Meaghan has a passion for helping her clients achieve their financial goals and is dedicated to providing them with personalized advice and guidance.

Firm Information

Meaghan Brassey is currently registered with Fiduciary Counselling Inc.. Fiduciary Counselling Inc. is an investment advisor based in St. Paul, MN, registered with the SEC and managing over $9.48 billion in assets. They offer a range of advisory services including financial planning, investment recommendations, and portfolio management for individuals, businesses, and investment companies. Their client base includes high net worth individuals, corporations, and charitable organizations.
Fiduciary Counselling Inc.

30 EAST 7TH STREET, SUITE 2000

ST PAUL, MN 55101-4930

$9.49B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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strategy/allocation advice for investment companies and private funds; investment recommendations for private funds

Strategy/allocation advice for investment companies and private funds; investment recommendations for private funds

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Meaghan Brassey’s Registration & Firm History

WA

04/17/2018 - Present

Fiduciary Counselling Inc. (TACOMA WA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Meaghan E Brassey.
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