Marc Hirtle
Marc Hirtle is a CFP-designated registered investment advisor at Meridian Financial Services, INC., based in Lakewood Ranch, FL, with 24 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 60 clients with $73M 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 $200K | 1.00% |
| $200K - $350K | 0.90% |
| $350K - $500K | 0.80% |
| $500K - $750K | 0.70% |
| $750K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10.0M - $25.0M | 0.20% |
| $25.0M - $50.0M | 0.15% |
| $50M+ | 0.10% |
Fees may be negotiated.
Fee Estimator
Location
Lakewood Ranch, FL
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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 →Employment History
Current Registrations
Meridian Financial Services, INC.
Previous Registrations
Strategic Advisers, INC.
State Registrations2 states
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