Meridian Financial Advisory provides investment advisory services, managing portfolios based on client objectives using a tactical allocation strategy. They use various securities and may recommend redistributing investment allocations. Meridian also offers comprehensive financial planning services, including a one-time financial plan and annual updates, addressing the client’s entire financial situation.
Assets Under Management$10M
Clients21
Advisors1
Avg. per Client$490K
Avg. per Advisor$10M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiated at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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