Scott Floersheim is a CFP, PFS-designated registered investment advisor at Meridian Wealth Advisors, LLC, based in Albuquerque, NM, with 19 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 5 more. Their firm serves 78 clients with $140M 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 | 1.20% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.30% |
MWA requires a minimum annual fee of $10,000 plus any applicable New Mexico Gross Receipts Tax. The minimum account size and minimum fee may be negotiable under rare circumstances.
Fee Estimator
Location
9400 Holly Avenue Ne, Building 4, Albuquerque, NM, 87122-2969
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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 →Other Business Activities
Scott is the owner and a CPA at Scott Floersheim, LTD, an accounting firm, since 1991. He spends a few hours per week on this activity.
Employment History
Current Registrations
Meridian Wealth Advisors, LLC
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.
Exams
Additional Information
In addition to being the Principal of Meridian Wealth Advisors, LLC, Scott Floersheim provides ongoing tax planning and compliance services through Meridian Tax Advisors, Ltd., a CPA firm for his business and wealth management clients.