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CFP
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CFP

Daniel Mccusker

Meridian Wealth Partners, LLC
24 Years of Experience
East Norriton, PA
Sells Insurance
View SEC Summary
View SEC Summary

Daniel Mccusker is a CFP-designated registered investment advisor at Meridian Wealth Partners, LLC, based in East Norriton, PA, with 24 years of industry experience. Daniel 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, Education Planning, and 6 more. Their firm serves 810 clients with $1.4B in assets under management.

Meridian Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
810 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Investment management fees are up to 1.25% annually and are negotiable based on the scope and complexity of services, the level of assets managed, and the overall relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

301 East Germantown Pike, Ste 201, East Norriton, PA, 19401

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Daniel works as an insurance consultant, spending a few hours per week on this activity. The activity is investment-related.

Employment History
Current Registrations
Meridian Wealth Partners, LLC
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
Hj Wealth Management LLC
November 2014 - December 2017 · 3 yrs 1 mo
Elko Financial Advisors
April 2012 - December 2015 · 3 yrs 8 mos
Commonwealth Financial Network
November 2007 - March 2012 · 4 yrs 4 mos
Capital Analysts, Incorporated
June 2002 - November 2007 · 5 yrs 5 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.
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