Meridian Wealth Management provides wealth management services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and businesses. Meridian offers portfolio management, financial planning, and retirement planning services. Investment advice is tailored to each client's financial situation, goals, and risk tolerance. Some advisors are also licensed insurance agents.
Fee Structure
Meridian Wealth Management charges an annual fee based on a percentage of the value of your investments. The fee ranges from 0.0% to 2.0%. The exact fee is negotiable and depends on the complexity of the account, the level of service, and other factors. Fees are calculated and billed either monthly or quarterly, either in advance or in arrears. Meridian may waive or offset fees related to cash balance accounts.