Pat Moon is a CFA-designated registered investment advisor at Meridian Investment Advisors, based in Little Rock, AR, with 26 years of industry experience. Pat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 231 clients with $770M 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 - $11.0M | 0.85% |
| $11.0M - $21.0M | 0.75% |
| $21M+ | 0.50% |
Fee schedule is for blended asset allocation. Single asset class (fixed income): 0.45%. Single asset class (equities): - First $1 million: 1.25% - Next $10 million: 1.00% - Over $10 million: 0.75%
Fee Estimator
Location
11300 Cantrell, Suite 200, Little Rock, AR, 72212
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Pat is a managing member of Transcore Logistics, LLC and Oceanus Brokers, LLC, and a manager at Gorgon Holding LLC, all involved in brokerage of ship leases. These activities require minimal time commitment.
Employment History
Current Registrations
Meridian Investment Advisors
Previous Registrations
Integrated Portfolio Management, LLC
State Registrations2 states
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