Christopher Michael Reagan

Meridian Wealth Management, LLC

29 Years of Experience

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Firm Information

Meridian Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

57 advisors

Number of Clients

3,961 clients

Average Client Portfolio

$981K average

Assets Under Management

$3.9B

Fee Structure

Minimum Investment:None

Financial Plan Fee:$250 - $500

Hourly Rate:Up to $350/hr

Meridian charges fees based on a percentage of assets under management, hourly rates (not to exceed $350/hour), or flat fees ($250-$500 per month or quarter) for financial planning and consulting. AUM fees are negotiable. The exact fee will be stated in the Investment Management Agreement. Fees may be waived or offset for clients engaging in portfolio management or other investment management services.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth

Advisor Information

Office location

3835 PGA Blvd. Suite 205, Palm Gardens, FL, 33410

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

August 2022

Final

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Other Business ActivitiesSells Insurance

Christopher is an insurance producer at Meridian Insurance LLC since 2022, selling life insurance and annuities. He dedicates a few hours per week to this activity.