Meridian Wealth Management creates investment portfolios and offers financial planning to help clients reach their goals. They consider your risk tolerance and financial objectives when building your portfolio. Financial planning services cover various aspects of managing your finances, including retirement, insurance, college, and estate planning. Meridian acts in your best interest and customizes your portfolio to your needs.
Assets Under Management$100M
Clients68
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.70% |
| $300K - $600K | 0.50% |
| $600K - $1.0M | 0.30% |
| $1M+ | 0.25% |
The minimum asset management fee is $1,500 annually. Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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