Meridian Wealth Advisors (MWA) offers investment advisory services, managing portfolios with a focus on long-term strategies based on Modern Portfolio Theory. MWA works with clients to determine their investment objectives and risk profile, creating a written investment policy. MWA primarily uses no-load mutual funds and exchange traded funds (ETFs), often recommending Dimensional Fund Advisors (DFA) funds. MWA also provides financial planning services, covering areas like tax planning, retirement, and investments. MWA offers both discretionary and non-discretionary asset management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.30% |
MWA requires a minimum annual fee of $10,000 plus any applicable New Mexico Gross Receipts Tax. The minimum account size and minimum fee may be negotiable under rare circumstances.