Sarah Yakel is a CFP-designated registered investment advisor at Meridian Financial Partners LLC, based in Warrenton, VA, with 17 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 540 clients with $510M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
*$3000 minimum annual fee per household
Fee Estimator
Location
39 South 4th Street, Warrenton, VA, 20186
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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
Meridian Financial Partners LLC
Previous Registrations
Meridian Financial Partners LLC
Infinex Investments, INC.
Bi Investments, LLC
Bb&t Asset Management, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.