Meeder Advisory Services provides investment management services to financial institutions and their clients through separately managed accounts. Meeder also offers retirement plan services to plan sponsors and participants, including fiduciary and account management. Meeder's services are offered through various programs, including wrap fee programs, dual contract arrangements, and model or strategist programs. Meeder Investment Portfolios offer clients managed portfolios of Meeder Funds.
Assets Under Management$2.1B
Clients3,800
Advisors18
Avg. per Client$550K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable and vary based on program. Fees for the Managed Account Program may include an additional 0.10% for each tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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