Meeks Wealth Management provides investment management and financial planning to help clients meet their financial goals. Meeks Wealth Management works with clients to understand their financial situation, goals, and risk tolerance. Based on this information, Meeks Wealth Management creates an investment approach using stocks, bonds, ETFs, and mutual funds. Portfolios are monitored and rebalanced as needed.
Assets Under Management$78M
Clients9
Advisors1
Avg. per Client$8.7M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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