Meadows Wealth Management provides financial planning and investment management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other businesses. Financial planning includes reviewing family records, tax and cash flow analysis, investment evaluation, insurance review, retirement projections, and estate planning coordination. Investment management may be conducted directly by Meadows Wealth Management or through a sub-advisor.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be reduced under special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...