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Michael Meacham

30 Years of Experience
Princeton, NJ
Broker

Michael Meacham is a registered investment advisor at Advisors Asset Management, INC., based in Princeton, NJ, with 30 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,867 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
132 advisors
Number of Clients
1,867 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

AAM provides investment management services for separately managed accounts. The annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiable. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies.

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Location

300 Carnegie Center Suite 100, Princeton, NJ, 08540

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is a landlord, renting out a house he owns since 2021. This activity requires minimal time and is not securities business related.

Employment History
Current Registrations
Advisors Asset Management, INC.
October 2018 - Present · 7 yrs 7 mos
Advisors Asset Management, INC.Broker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Blackrock Investment Management, LLC
June 2008 - May 2017 · 8 yrs 11 mos
Blackrock Investments, LLCBroker
June 2008 - May 2017 · 8 yrs 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 1994 - October 2006 · 12 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1992 - October 2006 · 14 yrs
State Registrations3 states
NJNYPA
AdvisorBrokerBoth

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.
Michael Meacham - Financial Advisor | TrueAdvisor