Meeder Public Funds, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Meeder Public Funds, Inc. offers professional investment advisory and administrative services primarily to state and local government entities, including counties, cities, school districts, universities, and local government investment pools. Meeder Public Funds specializes in fixed income portfolio solutions, cash management, and multi-asset class mandates. Using quantitative and qualitative analysis, Meeder Public Funds tailors its strategies to meet each client's specific investment policy and applicable state investment codes. The firm operates as a wholly owned subsidiary of Meeder Investment Management, Inc. and manages assets on both a discretionary and non-discretionary basis. In addition to separately managed accounts, Meeder Public Funds provides consulting services for portfolio management, cash flow analysis, and investment policy review. Because this firm serves institutional clients and public funds rather than individual retail investors, its fee schedules and minimum investment requirements are structured for institutional accounts.

Assets Under Management$70B
Clients582
Advisors18
Avg. per Client$120M
Avg. per Advisor$3.9B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.20%

Separately managed accounts may be charged an annual asset-based fee of up to 0.20%. Fees are negotiable and may vary based on various factors. Advisory fees may be subject to an annual minimum fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

18 Advisors at this firm

Meeder Public Funds, INC. - Fees, AUM & Advisors | TrueAdvisor