Brian Noonan is a registered investment advisor at Meridian Wealth Advisors, LLC, based in Austin, TX, with 15 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 318 clients with $1.5B 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.55% |
Fee is negotiable for amounts over $20,000,000. Certain legacy clients may be billed under a different fee schedule. The total blended fee, including the Advisor’s fee and the TPMM’s fee, will not exceed 2.00% annually.
Fee Estimator
Location
3600 North Capital of Texas Highway, Building B, Suite 150, Austin, TX, 78746
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
Brian is a member of the Limited Partner Advisory Committee for Greenridge Growth Partners, a private equity firm, since 2001. He advises and provides feedback to the General Partners, dedicating minimal time to this role and receiving no compensation.
Employment History
Current Registrations
Meridian Wealth Advisors, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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