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Merid Amde

M.A. Global Investment Advisor, LLC
35 Years of Experience
Southfield, MI
6 Disclosures
View SEC Summary
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Merid Amde is a registered investment advisor at M.A. Global Investment Advisor, LLC, based in Southfield, MI, with 35 years of industry experience. Merid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 84 clients with $6.5M in assets under management.

M.A. Global Investment Advisor, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
84 clients
Average Client Portfolio
$77K average
Assets Under Management
$6.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee. MAG also refers clients to Gradient Investments, LLC, a third-party manager, and receives a portion of their fees. Gradient Investments offers different portfolio types with varying fees, ranging from 1.00% to 2.00% annually, depending on the portfolio strategy. MAG receives 0.60% to 1.00% of the fee, and Gradient Investments receives the rest. There is also a $300 flat fee for Client Directed Accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

26677 W Twelve Mile Road, Suite 137, Southfield, MI, 48034

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2015
Final
Employment Separation After Allegations
August 2013
Customer Dispute
August 2011
Settled
Customer Dispute
May 2005
Settled
Employment Separation After Allegations
April 2005
Customer Dispute
March 2005
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
M.A. Global Investment Advisor, LLC
August 2025 - Present · 9 mos
Previous Registrations
M.A. Global Investment Advisor, LLC
August 2018 - December 2024 · 6 yrs 4 mos
Investshares Advisor Group INC.
October 2017 - June 2018 · 8 mos
InvestsharesBroker
September 2017 - June 2018 · 9 mos
L.M. Kohn & CompanyBroker
September 2013 - August 2016 · 2 yrs 11 mos
Wunderlich Securities, INC.Broker
September 2008 - August 2013 · 4 yrs 11 mos
Ferris, Baker Watts IncorporatedBroker
April 2005 - September 2008 · 3 yrs 5 mos
Raymond James & Associates, INC.Broker
June 1998 - April 2005 · 6 yrs 10 mos
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
June 1997 - May 1998 · 11 mos
The Ohio CompanyBroker
November 1993 - June 1997 · 3 yrs 7 mos
First of Michigan CorporationBroker
May 1989 - November 1993 · 4 yrs 6 mos
Vanderbilt Securities, INC.Broker
March 1989 - May 1989 · 2 mos
Investors Center, INC.Broker
January 1989 - March 1989 · 2 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.
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