Heather Tracey is a registered investment advisor at Meridian Wealth Partners, LLC, based in East Norriton, PA, with 23 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 784 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meridian Wealth charges a percentage of your portfolio each year, up to 1.25%. The exact rate depends on the complexity of your situation, the amount they manage for you, and your overall relationship with Meridian Wealth. Fees are based on the value of your investments at the end of each quarter. Fees may be negotiable. For robo-advisory services, the annual fee is 0.50% of the value of your investments.
Location
301 East Germantown Pike, Ste 201, East Norriton, PA, 19401
Get directionsHistory
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
Heather sells Origami Owl jewelry since 2013. This activity takes a few hours per week.
Employment History
Current Registrations
Meridian Wealth Partners, LLC
Previous Registrations
Hj Wealth Management LLC
American Portfolios Financial Services, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations1 state
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.