BB
BB
Bradley Bolin
25 Years of Experience
Indianapolis, IN
1 Disclosure
Bradley Bolin is a registered investment advisor at Meridian Investment Advisors, INC., based in Indianapolis, IN, with 25 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 627 clients with $630M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
627 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$628.0M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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% |
Fees above $15,000,000 are negotiable. Sub-adviser or platform fees may apply in addition to these rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
10321 N. Pennsylvania St., Indianapolis, IN, 46280
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
February 2026Employment History
Current Registrations
Meridian Investment Advisors, INC.
June 2026 - Present · 4 mos
Previous Registrations
Schwab Wealth Advisory, INC.
January 2012 - March 2026 · 14 yrs 2 mos
Charles Schwab & CO., INC.
October 2007 - December 2011 · 4 yrs 2 mos
Charles Schwab & CO., INC.Broker
October 2000 - March 2026 · 25 yrs 5 mos
State Registrations1 state
IN
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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