Michael Burley
Michael Burley is a registered investment advisor at Meridian Investment Advisors, INC., based in Indianapolis, IN, with 26 years of industry experience. Michael 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, and 1 more. Their firm serves 627 clients with $630M 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 - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $15.0M | 0.38% |
| $15M+ | 0.38% |
Fee is negotiable above $15,000,000. The total managed account fee will include Meridian Investment Advisors’ tiered fee plus a sub-adviser strategy fee/platform fee if the sub-adviser’s platform is utilized (sub-adviser’s fee portion is non-negotiable).
Fee Estimator
Location
10321 N. Pennsylvania St., Indianapolis, IN, 46280
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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 →Employment History
Current Registrations
Meridian Investment Advisors, INC.
Previous Registrations
Meridian Wealth Advisors, INC.
Meridian Investment Advisors, INC.
State Registrations1 state
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