KR
CFA
KR
CFA

Kristin Ribic

7 Years of Experience
Atlanta, GA

Kristin Ribic is a CFA-designated registered investment advisor at Meadow Creek Wealth Advisors, LLC, based in Atlanta, GA, with 7 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 153 clients with $730M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
153 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$728.0M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K2.00%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10.0M - $20.0M0.50%
$20M+0.40%

Fees are assessed monthly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4200 Northside Parkway, Bldg 14, Ste 250, Atlanta, GA, 30327

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Meadow Creek Wealth Advisors, LLC
August 2018 - Present · 7 yrs 8 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.
Kristin Ribic - Financial Advisor | TrueAdvisor