Meridian Wealth Advisors (MWA) provides wealth management and investment advice to help clients manage their finances. MWA offers services like portfolio management, financial planning, asset allocation, financial consulting, and pension consulting. MWA tailors its advice to individual client needs and objectives. MWA may recommend third-party money managers. MWA does not manage wrap fee programs.
Assets Under Management$1.5B
Clients318
Advisors9
Avg. per Client$4.6M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$2.5M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.55% |
Fee is negotiable for amounts over $20,000,000. Certain legacy clients may be billed under a different fee schedule. The total blended fee, including the Advisor’s fee and the TPMM’s fee, will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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