Judson Meinhart
Judson Meinhart is a CFP-designated registered investment advisor at Modera Wealth Management, LLC, based in Winston-Salem, NC, with 11 years of industry experience. Judson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 6,308 clients with $18B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Rates shown are for wealth management. Portfolio management rates are lower (starting at 0.80%). Minimum quarterly fee of $3,000 generally applies for wealth management and $2,500 for portfolio management.
Fee Estimator
Location
Century Plaza Building, 100 North Cherry Street, Suite 505, Winston-Salem, NC, 27101
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
Judson is the owner of Master the Green, LLC, an educational business focused on marketing and sales of a personal finance book. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Parsec Financial
Rkl Wealth Management LLC
Sterling Financial Advisors, LLC
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.
Exams
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