Baigin Thiel Reynolds

Meridian Wealth Management, LLC

3 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

100 W Main Street, Suite 450, Lexington, KY, 40507

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Regulatory History

Clean regulatory record

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.