Meeder Public Funds, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Meeder Public Funds provides investment advisory and administrative services to state and local public funds managers. They offer separately managed accounts and consulting services, tailoring their advice to each client's needs, objectives, and investment policy. They primarily focus on fixed income securities but may also provide advice on multi-asset class mandates through an affiliated sub-advisor.

Assets Under Management$64B
Clients447
Advisors19
Avg. per Client$140M
Avg. per Advisor$3.4B

Fee Structure

Investment management only (planning not offered)

Meeder Public Funds charges fees based on a percentage of the assets they manage. The specific fee is negotiable and depends on factors like the types of investments, the size of the portfolio, and the client relationship. For some clients, they offer flat fee arrangements. Fees are typically calculated and billed monthly, but quarterly billing is available.

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Location

19 Advisors at this firm