Keith Allen
Keith Allen is a registered investment advisor at Meridian Investment Advisors, INC., based in Indianapolis, IN, with 13 years of industry experience. Keith 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
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 2012Other Business Activities
Keith is a JV/Varsity Lacrosse coach at Carmel High School since 2018. This activity is not investment-related.
Employment History
Current Registrations
Meridian Investment Advisors, INC.
Previous Registrations
NFP Advisor Services, LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.
State Registrations1 state
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.