Meridian Venture Partners offers investment management based on individual client goals and risk tolerance. They create an investment policy statement for each client. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. MVP generally limits its investment advice to mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, commodities, non-U.S. securities, venture capital funds and private placements. Cryptocurrency investments are available for clients requesting exposure.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Specialty/Alternative investments (including cryptocurrency) would be charged up to 1.50% of assets under management, in addition to fee schedule above for a total fee of up to 3.00%. Fees are negotiable.