LM
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Linda Meadows

9 Years of Experience
Ann Arbor, MI

Linda Meadows is a registered investment advisor at Columbia Asset Management, L.L.C., based in Ann Arbor, MI, with 9 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 424 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
424 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

Columbia Asset Management's wealth management fees are annual, billed quarterly, and based on the market value of your investments. The standard fee is no more than 1% of the account balance, or a fixed agreed-upon fee. There is no minimum fee. Other financial services are billed at an agreed-upon hourly rate.

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Location

924 N Main Street, Suite 1, Ann Arbor, MI, 48104

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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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Employment History
Current Registrations
Columbia Asset Management, L.L.C.
April 2016 - Present · 10 yrs 1 mo
State Registrations1 state
MI
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.
Linda Meadows - Financial Advisor | TrueAdvisor