Meridian Financial Partners manages investment portfolios and provides personalized financial planning for individuals, families, trusts, and charities. The firm focuses on building lasting relationships, getting to know clients' goals, and structuring asset allocations to protect and grow accumulated wealth. Meridian Financial Partners takes a long-term approach to investing while making adjustments when necessary to protect principal or rebalance portfolios. Most services are provided on a discretionary basis, meaning Meridian Financial Partners makes trades on the client's behalf within agreed-upon guidelines. Financial planning is integrated into the ongoing relationship and covers areas such as estate planning, tax strategies, and insurance analysis. Meridian Financial Partners operates independently and typically recommends Schwab Advisor Services as the custodian to hold client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable and may be higher or lower based on account size and complexity. There is a $3,000 minimum annual fee per household.