Meridian Business Group offers continuous investment management through separately managed accounts. They also provide periodic investment advice through the Retirement Asset Management Plan (RAMPlan) and financial planning through the Financial Planning Program (FP Program). Additionally, they offer bookkeeping services to small businesses. Investment advice is tailored to each client's needs and goals.
Assets Under Management$23M
Clients60
Advisors1
Avg. per Client$380K
Avg. per Advisor$23M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is 0.25% per quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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