Madeline Speckman
Madeline Speckman is a CFP-designated registered investment advisor at Meridian Investment Advisors, INC., based in Indianapolis, IN, with 7 years of industry experience. Madeline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 627 clients with $630M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $15.0M | 0.38% |
| $15M+ | 0.38% |
Fee is negotiable above $15,000,000. The total managed account fee will include Meridian Investment Advisors’ tiered fee plus a sub-adviser strategy fee/platform fee if the sub-adviser’s platform is utilized (sub-adviser’s fee portion is non-negotiable).
Fee Estimator
Location
10321 N. Pennsylvania St., Indianapolis, IN, 46280
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
Madeline is the Secretary of the Kappa Alpha Theta Facility Corporation Board, overseeing the management and maintenance of the Gamma chapter. She dedicates minimal time to this organization.
Employment History
Current Registrations
Meridian Investment Advisors, INC.
Previous Registrations
Sanctuary Securities, INC.Broker
Sanctuary Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.