Meredith Strosser
Meredith Strosser is a registered investment advisor at Core Advisory Group, based in Rock Hill, SC, with 14 years of industry experience. Meredith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,163 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CORE Advisory Group offers investment management services for a fee based on a percentage of your portfolio. The maximum annual fee is 2.0%, but the specific rate is negotiable. CORE also offers a wrap fee program where all transaction costs are included in a single annual fee. Clients may also invest in third-party managed accounts, which may have their own fees. CORE advisors may utilize model portfolios created by CORE's Chief Investment Officer. CORE also offers CIO managed portfolio services for clients requiring more portfolio customization.
Location
744 Arden Lane, Suite 175, Rock Hill, SC, 29732
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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 ActivitiesSells Insurance
Meredith owns rental real estate, has a business entity for tax/investment purposes, and provides investment advisory services through CORE Advisory Group, spending about half her time on the latter. Meredith is also a life insurance agent/representative with Cason Group / Penn Mutual, dedicating a few hours per week.
Employment History
Current Registrations
Core Advisory Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
PNC Investments
PNC InvestmentsBroker
State Registrations24 states
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