Meadowbrook Wealth Management, LLC provides investment advice and ongoing portfolio management services to individuals, small businesses, and trusts. Founded in 1999 and based in Garden City, New York, the firm tailors its services across four main portfolio categories: aggressive growth, growth, balanced, and fixed income. Meadowbrook Wealth Management, LLC primarily operates on a discretionary basis, meaning the firm makes buying and selling decisions for client accounts without needing prior approval for each individual trade. Clients can impose restrictions on certain securities or sectors by providing written instructions. The firm partners with custodians such as LPL Financial and Charles Schwab to hold client funds and securities. In addition to managing investments based on the amount of money invested, the firm offers hourly consulting services for specific circumstances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.50% |
| $50K - $100K | 2.00% |
| $100K - $250K | 2.50% |
| $250K - $750K | 2.00% |
| $750K+ | 1.75% |
Rates shown are based on the Aggressive Growth schedule. Other portfolio types (Growth, Balanced, Fixed Income) have separate fee schedules with lower maximum percentages starting at 0.50% to 2.00%. Fees are negotiable.