Meeder Advisory Services, Inc. offers investment management, separately managed account programs, strategist services, and retirement plan solutions. Acting as a portfolio manager, the firm provides personalized investment management tailored to individual client goals, utilizing quantitative methodologies to select equities, exchange-traded funds, and mutual funds. Meeder Advisory Services serves various clients, including individual investors through third-party platforms, financial institutions, and retirement plan sponsors. The firm manages assets on both discretionary and non-discretionary bases, specializing in quantitative investment strategies, tax-managed investing, and customized portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable and vary by program. Managed Account Program fees may include an additional 0.10% per tier.