Meridian Asset Management provides investment management services with continuous personal client contact. They offer both discretionary and non-discretionary investment management. Meridian emphasizes strategic asset allocation using Modern Portfolio Theory, focusing on income-producing stocks and diversification with fixed income, small capitalization stocks, and international stocks. Fees are based on assets under management and are negotiable.
Assets Under Management$34M
Clients14
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$375
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $200K | 1.25% |
| $200K - $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable. The maximum fee will never exceed 2% of assets. If the firm is paid a commission on an insurance contract, they will not charge an asset based advisory fee on the value of that contract at issuance or at any time in the future.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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