Meridiana MFO offers investment advice through both discretionary and non-discretionary accounts, tailoring strategies to each client's objectives and risk profile. They provide ongoing portfolio management, create investment policy statements, and evaluate existing investments. Meridiana also offers investment consulting, business consulting, and statement consolidation services. They may recommend third-party managers and provide family wealth services.
Assets Under Management$440M
Clients10
Advisors2
Avg. per Client$44M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$15M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiated with each client individually. Lower advisory fees may be negotiated on an individual account basis. As a result, clients with similar assets may have differing fee schedules and pay different fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...