Meridith Mimbs is a registered investment advisor at M Holdings Securities, INC., based in Atlanta, GA, with 17 years of industry experience. Meridith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
200 Galleria Parkway Se, Suite 1880, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Meridith is the Director of Private Client Services at Crescent Wealth Advisory, dedicating full-time hours to running Addepar and relationship management. She also owns Duality Embodiment LLC, where she facilitates trauma-informed breath work, spending about 10-20% of her time on this business.
Employment History
Current Registrations
M Holdings Securities, INC.Broker
Crescent Wealth Advisory, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith 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.