Lanny Barbee is a CFA-designated registered investment advisor at Meridian Investment Management, INC., based in Katy, TX, with 23 years of industry experience. Lanny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 9 clients with $10M 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 - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Accounts of immediate family members and affiliated entities (at least 80% owned) may be grouped together for fee calculation. Minimum annual fee of $2,500 applies.
Fee Estimator
Location
Katy, TX
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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
Lanny is a sole proprietor providing tax preparation services since 1991. This activity takes minimal time and does not occur during securities trading hours.
Employment History
Current Registrations
Meridian Investment Management, INC.
Previous Registrations
Lighthouse Capital Management INC
State Registrations1 state
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
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