JB Meridian provides investment management services on both a discretionary and non-discretionary basis, tailoring investment portfolios to each client's specific financial situation. They also offer financial planning services, including retirement distribution planning, education funding, cash flow analysis, portfolio risk management, and insurance needs analysis. JB Meridian publishes a quarterly market update letter and provides market/economic discussions/seminars.
Assets Under Management$32M
Clients172
Advisors2
Avg. per Client$190K
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000. The fee schedule is negotiable based upon the discretion of the individual investment advisor with the approval of JB Meridian’s managing member for all account types.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...