Stephen Meid
Stephen Meid is a CFP-designated registered investment advisor at Rhino Wealth Management, based in Belmont, NC, with 21 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 288 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rhino Wealth Management charges up to 1% of your portfolio per year to manage your investments. This fee covers advice on variable annuities, 529 plans, and employer retirement plans. The fee is calculated and deducted quarterly from your account by LPL Financial.
Location
32 N. Main St. Ste. 203, Belmont, NC, 28012
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 ActivitiesSells Insurance
Stephen sells non-variable insurance products as an independent insurance agent since 2014. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Rhino Wealth Management
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations4 states
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.