Meridian Financial Services provides investment advisory and financial planning services. Meridian manages portfolios based on clients' objectives, using a tactical allocation strategy to reduce risk and increase performance. They may use various securities, including stocks, bonds, and mutual funds. Financial planning services may include recommendations for portfolio customization and tailored investment advice. Meridian tailors its advisory services to its client’s individual needs.
Assets Under Management$73M
Clients60
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $350K | 0.90% |
| $350K - $500K | 0.80% |
| $500K - $750K | 0.70% |
| $750K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10.0M - $25.0M | 0.20% |
| $25.0M - $50.0M | 0.15% |
| $50M+ | 0.10% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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