Meridian Financial Group provides investment management and financial planning services tailored to individual client needs. They work with clients to define financial objectives and develop strategies, including cash flow management, tax planning, risk review, education funding, retirement planning, and estate planning. They may recommend other professionals like lawyers or accountants.
Assets Under Management$44M
Clients65
Advisors1
Avg. per Client$680K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
All asset-based annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...