Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
7047 E. Greenway Pkwy., Scottsdale, AZ, 85254
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is the owner of 7:7 Holdings, LLC, a real estate holding company, dedicating a few hours per week to purchasing property to fix and sell. He also created Hillcrest WM, LLC for tax purposes and spends minimal time on it.