Charles Norden
Charles Norden is a registered investment advisor at Meridian Wealth Management, LLC, based in Lexington, KY, with 11 years of industry experience. Charles 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
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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
Charles is an insurance producer for Meridian Insurance LLC, selling life insurance, annuities, long-term care, and disability insurance, dedicating a few hours per week. He also co-owns A&M Solutions LLC (medical distribution), is a managing member of Caicos Financial LLC (business tax purposes), and is a managing member of Meridian Wealth Management West, LLC (Tucson office), dedicating minimal time to each.
Employment History
Current Registrations
Meridian Wealth Management, LLC
State Registrations3 states
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
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