Nancy Woodall is a CFA, CIC-designated registered investment advisor at Meridian Investment Counsel, INC., based in Lafayette, CA, with 26 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 177 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meridian Investment Counsel charges a percentage of the value of your investments each year. The exact percentage is negotiated with each client, up to a maximum of 1.25% annually. The firm's minimum annual fee is $5,000, but this may be waived at Meridian's discretion.
Location
Lafayette, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Meridian Investment Counsel, INC.
Previous Registrations
Cephus Capital Management LLC
Sdr Capital Management, INC.
State Registrations4 states
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