William Tatlonghari
William Tatlonghari is a registered investment advisor at Meridian Wealth Partners, LLC, based in East Norriton, PA, with 1 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 784 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meridian Wealth charges a percentage of your portfolio each year, up to 1.25%. The exact rate depends on the complexity of your situation, the amount they manage for you, and your overall relationship with Meridian Wealth. Fees are based on the value of your investments at the end of each quarter. Fees may be negotiable. For robo-advisory services, the annual fee is 0.50% of the value of your investments.
Location
301 East Germantown Pike, Ste 201, East Norriton, PA, 19401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Meridian Wealth Partners, LLC
State Registrations1 state
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