Meadowbrook Asset Management offers financial planning services covering cash flow, college funding, retirement, risk management, estate, and tax planning. They also provide ongoing portfolio management services, implementing investment strategies based on client risk profiles and goals. Meadowbrook manages portfolios on a discretionary or non-discretionary basis. They act as a fiduciary, obligated to act in the client's best interest.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee is based on a blended tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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