Meridian Wealth Partners offers customized financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a structured financial planning process covering retirement, savings, education, and insurance needs, alongside a long-term, modern portfolio theory-based approach to investing using exchange-traded funds, mutual funds, and fixed-income securities. Meridian Wealth Partners operates as a legally required fiduciary, putting client interests first, and is a wholly owned subsidiary of Meridian Bank. The firm generally requires a minimum portfolio size of $500,000 to open an account, though this minimum can be adjusted at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Investment management fees are up to 1.25% annually and are negotiable based on the scope and complexity of services, the level of assets managed, and the overall relationship.