Natalie Fernandez
Natalie Fernandez is a registered investment advisor at Meridian Wealth Management, LLC, based in Tucson, AZ, with 27 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,961 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meridian Wealth Management charges an annual fee based on a percentage of the value of your investments. The fee ranges from 0.0% to 2.0%. The exact fee is negotiable and depends on the complexity of the account, the level of service, and other factors. Fees are calculated and billed either monthly or quarterly, either in advance or in arrears. Meridian may waive or offset fees related to cash balance accounts.
Location
5210 East Williams Circle, Suite 820, Tucson, AZ, 85711
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Natalie is an insurance producer at Meridian Insurance LLC, selling life insurance and annuities, dedicating a few hours per week. She is also a partner and managing member of Meridian Wealth Management West, LLC and a managing member of NFR Holdings, LLC, spending minimal time on each.
Employment History
Current Registrations
Meridian Wealth Management, LLC
Previous Registrations
Greenberg Financial GroupBroker
Compass Brokerage, INC.Broker
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.