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
100 W Main Street, Suite 450, Lexington, KY, 40507
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 ActivitiesSells Insurance
Abraham is an insurance producer for Meridian Insurance LLC and The Penn Mutual Life Insurance Company, selling life insurance and annuities, dedicating about 10-20% of his time to each. He is also a partner/treasurer for a family real estate partnership and board chair for The Salvation Army of Central Kentucky, dedicating minimal time and a few hours per week, respectively.