Meridith Mimbs is a registered investment advisor at M Holdings Securities, INC., based in Atlanta, GA, with 17 years of industry experience. Meridith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B 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 | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.
Fee Estimator
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.
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
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.
Exams
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