Meeder Asset Management, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Meeder Asset Management designs investment solutions that manage risk and improve investor outcomes. They offer a model-driven, multi-discipline, multi-factor approach to investing. Their investment solutions include mutual funds, investment portfolios, and cash management solutions. Meeder Investment Portfolios are offered as direct investments in Meeder Funds through their affiliated transfer agency. Clients use a questionnaire to determine their investment objectives and risk tolerance, and the program recommends a suitable portfolio.

Assets Under Management$2.5B
Clients346
Advisors1
Avg. per Client$7.2M
Avg. per Advisor$2.5B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)

Meeder Investment Portfolios are offered to clients without a fee; however, clients pay a fee to their unaffiliated financial advisor. Short-Term Fixed Income Portfolios offered to sub-advisory program clients are charged a fee agreed upon between Meeder and the financial advisor. The fees charged for institutional portfolio management services are typically based on a percentage of assets under management and are negotiable.

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Location

1 Advisors at this firm

Meeder Asset Management, INC. | TrueAdvisor