Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,961 clients
Average Client Portfolio
$981K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:None
Loading...

Location

100 W Main Street, Suite 450, Lexington, KY, 40507

Get directions

History

Regulatory History
Clean regulatory record

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 →
Other Business Activities

Benjamin is an ambassador for Southern Tide, engaging in promotional social media activities. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Meridian Wealth Management, LLC
December 2024 - Present · 1 yr 2 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.