Assets Under Management
$2.1B
Number of Clients
3,800
Number of Advisors
14
Average Client AUM
$550K
AUM per Advisor
$149.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Meeder Advisory Services offers separately managed accounts, strategist, and portfolio management services to financial institutions and retirement plans. They provide investment management services for separately managed account programs sponsored by independent financial services firms. MAS also provides retirement plan services to plan sponsors and participants.
| Assets Under Management | 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. Managed Account Program may include an additional 0.10% for each tier.
6125 Memorial Dr, Dublin, OH, 43017