Meridian Investment Counsel manages investment portfolios and offers personalized financial planning for individuals, families, trusts, and estates. The firm focuses on conservative growth and tax-conscious investing, creating tailored strategies using stocks, bonds, mutual funds, and exchange-traded funds. Meridian operates as a registered investment advisor legally required to act in your best interest. In addition to ongoing portfolio management, clients can hire Meridian for standalone financial planning projects or hourly consulting covering topics such as retirement, insurance, taxes, and estate planning. The firm primarily works with high-net-worth clients and requires a minimum investment of $1,000,000 to open an account, though exceptions can be made.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.30% |
Fees are negotiable based on factors such as account composition and relationship length. Minimum annual fee of $5,000 applies.