Meridian Wealth Management provides personal wealth management services, including financial planning, investment management, and financial consulting. They work with clients to identify financial goals, create investment portfolios, and provide ongoing reviews. Meridian also offers consulting services for specialized situations like business sales and alternative investments. They act as fiduciaries, prioritizing client interests.
Assets Under Management$120M
Clients71
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$29M
www.linkedin.com/company/meridian-wealth-manage... ·www.meridianwealthmgmt.com ·facebook.com/meridianwealthmgmt
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees negotiable above $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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