Kerwin Price
Kerwin Price is a registered investment advisor at Meridian Wealth Advisors, LLC, based in Austin, TX, with 37 years of industry experience. Kerwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 318 clients with $1.5B 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.55% |
Fee is negotiable for amounts over $20,000,000. Certain legacy clients may be billed under a different fee schedule. The total blended fee, including the Advisor’s fee and the TPMM’s fee, will not exceed 2.00% annually.
Fee Estimator
Location
3600 North Capital of Texas Highway, Building B, Suite 150, Austin, TX, 78746
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2009Employment History
Current Registrations
Meridian Wealth Advisors, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Southwest Securities, INC.Broker
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.