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
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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
Charles is an insurance producer for Meridian Insurance LLC, selling life insurance, annuities, long-term care, and disability insurance, dedicating a few hours per week. He also co-owns A&M Solutions LLC (medical distribution), is a managing member of Caicos Financial LLC (business tax purposes), and is a managing member of Meridian Wealth Management West, LLC (Tucson office), dedicating minimal time to each.