Meridian Asset Management provides investment management services based on client objectives, using individual securities and strategic asset allocation. They also offer financial planning and consulting services covering various areas like cash flow, investments, taxes, insurance, estate, retirement, and education planning. Meridian makes investment decisions based on individual client needs and circumstances.
Assets Under Management$120M
Clients62
Advisors2
Avg. per Client$2M
Avg. per Advisor$62M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Clients 100% invested in mutual funds and ETFs receive at least a 15% discount. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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