Meridian Wealth Management is a boutique registered investment advisor that provides comprehensive wealth management, portfolio management, financial planning, and retirement planning services. Meridian works with individuals, high net-worth individuals, trusts, estates, charitable organizations, and businesses. When managing portfolios, Meridian primarily uses equities, exchange-traded funds, mutual funds, corporate and municipal securities, and U.S. government securities, operating mainly on a discretionary basis where the firm makes investment decisions on the client's behalf based on agreed-upon objectives. Meridian also offers broad-based financial planning covering retirement, taxes, estate planning, insurance analysis, and charitable gifting, as well as specialized retirement planning for individuals and retirement plans. The firm operates through a network of investment advisor representatives located across multiple states, offering personalized strategies tailored to each client's specific financial situation and goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.0% to 2.0% annually and are negotiable based on account complexity and the level of service provided.