Meadowbrook Wealth Management offers investment advice and manages portfolios for individuals, small businesses, and trusts. Services are tailored to each client and can include reviewing financial goals, recommending asset allocation strategies, and preparing written investment strategies. Meadowbrook Wealth Management has brokerage and custodial arrangements with LPL Financial.
Assets Under Management$86M
Clients121
Advisors2
Avg. per Client$710K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Meadowbrook Wealth Management charges an annual fee based on the amount of your portfolio and the type of investments. The fee ranges from 0.5% to 2.5%. The fee is charged in advance each quarter, based on the value of your portfolio at the end of the previous quarter.
Different portfolio types have different fee schedules:
- Aggressive Growth Portfolio:
- $50,000 - $249,999: 2.50%
- $250,000 - $749,999: 2.00%
- $750,000 or more: 1.75%
- Growth Portfolio:
- $100,000 - $249,999: 2.00%
- $250,000 - $749,999: 1.50%
- $750,000 or more: 1.25%
- Balanced Portfolio:
- $100,000 - $249,999: 1.50%
- $250,000 or more: 1.00%
- Fixed Income Portfolio:
- $100,000 or more: 0.50%
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