Ray Meadows is a CFA-designated registered investment advisor at Berkeley Investment Advisors, based in Santa Rosa, CA, with 23 years of industry experience. Ray operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Real Estate Investing. Their firm serves 25 clients with $19M 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
If your account is at Goldman Sachs Advisor Solutions, you also pay 0.25% of assets annually for their transaction services, plus any administrative fees.
Fee Estimator
Location
Santa Rosa, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Berkeley Investment Advisors
State Registrations1 state
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