Richard Broadbent is a CFP-designated registered investment advisor at Meridian Wealth Management, LLC, based in Lexington, KY, with 5 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5,533 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.0% to 2.0% annually and are negotiable based on account complexity and the level of service provided.
Fee Estimator
Location
100 W Main Street, Suite 450, Lexington, KY, 40507
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
Richard is a board member for Ronald McDonald House Charities of the Bluegrass, dedicating a few hours per week to board meetings, committee meetings, and charity events. He is also a managing member of Elmendorf Capital, LLC for business tax purposes, spending minimal time per month on this activity.
Employment History
Current Registrations
Meridian Wealth Management, LLC
Previous Registrations
Dupree Financial Group, LLC
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
More Advisors
- Mason Stockham, CFPMeridian Wealth Management, LLC
- Jordan Wilson, CFPMeridian Wealth Management, LLC
- Peter McfarlandMeridian Wealth Management, LLC
- Cody SmithMeridian Wealth Management, LLC
- James DavisMeridian Wealth Management, LLC
- Patricia Breeze, CFPMeridian Wealth Management, LLC