Meredith Marchand
Meredith Marchand is a registered investment advisor at LPL Financial LLC, based in Akron, OH, with 30 years of industry experience. Meredith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
291 N Cleveland Massillon Rd, Ste 100, Akron, OH, 44333
Get directionsHistory
Regulatory History (2)
Criminal
March 2005Criminal
September 2004Other Business Activities
Meredith operates under Stratos Wealth Management and Marchand Wealth Management Team/Marchand Wealth Management as DBAs for her LPL business. She dedicates about a quarter of her time to Marchand Wealth Management Team and Marchand Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations19 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
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