Meridian Wealth offers financial planning and investment advice to individuals, high net worth individuals, trusts, estates, retirement plans, charities, and corporations. Meridian Wealth acts as a fiduciary, committed to loyalty, fairness, and good faith. Financial planning covers investment, retirement, savings, education, and insurance needs. Investment management is tailored to client goals, using ETFs, mutual funds, and fixed income securities. Meridian Wealth may also use options and margin strategies. Certain legacy clients may have their accounts invested through a managed accounts program.
Fee Structure
Meridian Wealth charges a percentage of your portfolio each year, up to 1.25%. The exact rate depends on the complexity of your situation, the amount they manage for you, and your overall relationship with Meridian Wealth. Fees are based on the value of your investments at the end of each quarter. Fees may be negotiable. For robo-advisory services, the annual fee is 0.50% of the value of your investments.