Georgia Bruggeman is a CFP-designated registered investment advisor at Meridian Financial, LLC, based in Sherborn, MA, with 23 years of industry experience. Georgia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 171 clients with $260M 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 | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable depending on the client's unique situation.
Fee Estimator
Contact
Georgia Bruggeman
Location
Sherborn, MA
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Georgia is the Vice Chair and Trustee of Sawin Academy, helping manage funds for an elementary school since January 2023. This requires minimal time.
Employment History
Current Registrations
Meridian Financial, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Babson College MBA. Passed levels I & II of CFA Program. Founded company in 1990.