Meridian Investment Advisors offers asset management, financial planning, and pension consulting services to individuals, high-net-worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Meridian Investment Advisors is independently owned, and its compensation is not tied to specific products, aiming to align with client interests.
Assets Under Management$630M
Clients627
Advisors4
Avg. per Client$1M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...