BC
CFA

Brycen Noel Coward

4 Years of Experience

Firm Information

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.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

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

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Regulatory History (1)
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Employment Separation After Allegations
August 2024
Employment History
Current Registrations
Meridian Wealth Management, LLC
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Lido
February 2022 - August 2024 · 2 yrs 6 mos
Knowledge Leaders Capital, LLC
November 2021 - April 2024 · 2 yrs 5 mos
State Registrations4 states
AZCOGANC
Advisor
Exams
No exam information available for this advisor.