Meridian Financial Advisors provides financial planning and investment management services. Financial planning covers cash management, risk management, insurance, education funding, retirement, estate, charitable giving, and tax planning. Investment management involves creating and managing portfolios based on client needs, using stocks, bonds, mutual funds, and ETFs. Meridian also uses Pontera to manage held-away assets like 401(k)s. Meridian acts as a fiduciary, prioritizing client interests.
Assets Under Management$260M
Clients171
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable depending on the client's unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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