Meridian Investment Advisors offers customized investment management solutions to individuals, high-net-worth families, endowments, foundations, and company retirement plans. Meridian works with clients to identify their investment goals, risk tolerance, and financial situation to design a tailored portfolio strategy. Meridian may direct clients to third-party investment advisors and will perform due diligence on those advisors.
Assets Under Management$770M
Clients231
Advisors4
Avg. per Client$3.3M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $11.0M | 0.85% |
| $11.0M - $21.0M | 0.75% |
| $21M+ | 0.50% |
Fee schedule is for blended asset allocation. Single asset class (fixed income): 0.45%. Single asset class (equities): - First $1 million: 1.25% - Next $10 million: 1.00% - Over $10 million: 0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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