Meridian Investment Counsel provides investment advice and financial planning to individuals, families, trusts, non-profit corporations, and retirement plans. Meridian helps clients allocate assets, select securities, diversify portfolios, and manage risk. Financial planning services cover areas like insurance, tax, estate, retirement, and education funding. Meridian acts as a fiduciary, putting client interests first.
Assets Under Management$540M
Clients177
Advisors4
Avg. per Client$3M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Meridian Investment Counsel charges a percentage of the value of your investments each year. The exact percentage is negotiated with each client, up to a maximum of 1.25% annually. The firm's minimum annual fee is $5,000, but this may be waived at Meridian's discretion.
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