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 Activities
David is a 50% owner of 137 Congress, LLC d/b/a Empire Pizza, dedicating a few hours per week to this role. He also owns Define Properties, LLC, a real estate rental business, spending minimal time annually as the manager of the LLC.