Meridan Capital, LLC provides investment services to Meridan Capital Partners, L.P., an investment limited partnership, and manages assets for clients who are not invested in the Fund. For clients outside the fund, Meridan constructs portfolios based on detailed consultation to ensure the portfolio reflects stated goals and needs.
Assets Under Management$27M
Clients6
Advisors1
Avg. per Client$4.5M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.55% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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