Meridian Investment Management (MIM) provides investment advice on stocks, bonds, mutual funds, and other investments. MIM manages accounts on both a discretionary basis (where MIM makes the investment decisions) and a non-discretionary basis (where MIM advises the client). MIM analyzes clients' needs and goals to create appropriate investment strategies, considering factors like risk tolerance and time horizon. These strategies are reviewed periodically with the client.
Assets Under Management$10M
Clients9
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Minimum annual fee: $2,500. Incentive compensation based on performance may be negotiated on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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