MeadowBrook Investment Advisors offers investment advice on asset allocation, investment style, and security selection. MeadowBrook tailors its advice to each client's needs and risk tolerance. The firm manages investment portfolios for balanced, core equity, income equity, small/mid cap equity, and fixed income investments. MeadowBrook believes long-term investment success comes from a consistent, disciplined process.
Assets Under Management$190M
Clients71
Advisors2
Avg. per Client$2.6M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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