Lanny Barbee is a CFA-designated registered investment advisor at Meridian Investment Management, INC., based in Katy, TX, with 22 years of industry experience. Lanny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Minimum annual fee: $2,500. Incentive compensation based on performance may be negotiated on a client-by-client basis.
Fee Estimator
Location
Katy, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lanny is a sole proprietor providing tax preparation services since 1991. This activity takes minimal time and does not occur during securities trading hours.
Employment History
Current Registrations
Meridian Investment Management, INC.
Previous Registrations
Lighthouse Capital Management INC
State Registrations1 state
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