Meadowbrook Advisors offers customized wealth management services, combining ongoing portfolio management with comprehensive financial planning. The firm builds portfolios primarily using exchange-traded funds, low-cost mutual funds, individual stocks, and bonds tailored to each client's goals and risk tolerance. Meadowbrook Advisors acts as a legally required fiduciary, meaning they are bound to put your best interests first. In addition to investment management, the firm provides retirement planning, education funding, tax strategies, and estate planning guidance. Meadowbrook Advisors generally does not impose a minimum account size, welcoming individuals, high net worth clients, trusts, estates, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable at the sole discretion of the firm.