William Montell is a registered investment advisor at Meridian Wealth Management, LLC, based in Lexington, KY, with 10 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,961 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meridian Wealth Management charges an annual fee based on a percentage of the value of your investments. The fee ranges from 0.0% to 2.0%. The exact fee is negotiable and depends on the complexity of the account, the level of service, and other factors. Fees are calculated and billed either monthly or quarterly, either in advance or in arrears. Meridian may waive or offset fees related to cash balance accounts.
Location
100 W Main Street, Suite 450, Lexington, KY, 40507
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a managing member of Spalding Smails Consulting LLC, a consulting firm, since June 2021. He spends about 10-20% of his time on this, including some hours during securities trading hours, identifying and introducing potential customers to product suppliers.
Employment History
Current Registrations
Meridian Wealth Management, LLC
Previous Registrations
Meridian Wealth Management, LLC
Royal Alliance Associates, INC.
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.