Meadowbrook Advisors offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, businesses, non-profit organizations, and retirement plans. Meadowbrook Advisors creates customized investment strategies and financial plans based on each client's goals, risk tolerance, and financial situation. Meadowbrook Advisors may use independent managers for a portion of a client's portfolio.
Assets Under Management$310M
Clients147
Advisors3
Avg. per Client$2.1M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees may be negotiable. Total blended fee, including Meadowbrook Advisors' fee and the Independent Manager's fee, will not exceed 2.50% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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