Marshall Moon is a registered investment advisor at Meridian Investment Advisors, based in Little Rock, AR, with 8 years of industry experience. Marshall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 231 clients with $770M 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 - $11.0M | 0.85% |
| $11.0M - $21.0M | 0.75% |
| $21M+ | 0.50% |
Fee schedule is for blended asset allocation. Single asset class (fixed income): 0.45%. Single asset class (equities): - First $1 million: 1.25% - Next $10 million: 1.00% - Over $10 million: 0.75%
Fee Estimator
Location
11300 Cantrell Road, Suite 200, Little Rock, AR, 72212
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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 Investment Advisors
Previous Registrations
Meridian Investment Advisors
State Registrations1 state
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