Meridian Investing, LLC manages investments for individuals, families, trusts, estates, and charitable organizations. Meridian Investing also provides investment advice through consultations and the creation of an investment plan for a fixed fee, or investment analysis and research on a per-project basis billed at an hourly rate. Meridian Investing manages client portfolios through two investment programs: Managed Portfolio Service (MPS) and Custom Investment Service (CIS).
Assets Under Management$2.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Meridian Investing offers two investment management services, MPS and CIS, with fees that vary based on the amount of assets managed.
Managed Portfolio Service (MPS):
- Assets $100k or Less: 1.1%
- $100,001 to $250,000: 1.0%
- $250,001 to $500,000: 0.90%
- $500,001 to $750,000: 0.80%
- $750,001 to $1,000,000: 0.70%
- $1,000,001 to $1,500,000: 0.60%
- $1,500,001 to $2,000,000: 0.50%
- $2,000,001 to $3,000,000: 0.44%
- $3,000,001 to $5,000,000: 0.36%
- $5,000,001 to $8,000,000: 0.29%
- Assets over $8,000,000: 0.25%
Custom Investment Service (CIS):
- Assets $300k or Less: 1.25%
- $300,001 to $500,000: 1.18%
- $500,001 to $750,000: 1.10%
- $750,001 to $1,000,000: 0.98%
- $1,000,001 to $1,500,000: 0.86%
- $1,500,001 to $2,000,000: 0.74%
- $2,000,001 to $3,000,000: 0.66%
- $3,000,001 to $5,000,000: 0.55%
- $5,000,001 to $8,000,000: 0.44%
- Assets over $8,000,000: 0.33%
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