Meridian Passage, LLC offers financial planning and portfolio management services. Financial planning involves evaluating a client's financial situation to project cash flows, asset values, and withdrawal strategies. Portfolio management is tailored to each client's individual needs, outlined in an Investment Policy Statement. Meridian Passage constructs and manages personalized investment portfolios based on these criteria.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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