Meridian Financial Group (MFG) provides investment management and financial planning services. MFG works with clients to determine their needs, goals, and risk tolerance to develop an investment strategy. MFG manages portfolios of equity traded funds, mutual funds, stocks, and bonds. MFG also offers financial planning services, including retirement planning, tax planning, and estate planning. MFG IARs manage portfolios on a discretionary or non-discretionary basis.
Fee Structure
Meridian Financial Group's investment management fee is a percentage of the assets they manage, but the brochure states that the fee is negotiable and does not exceed 2.5% annually. All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.