Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
3,800 clients
Average Client Portfolio
$550K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.5M0.70%
$2.5M - $5.0M0.65%
$5.0M - $7.5M0.60%
$7.5M - $10.0M0.55%
$10M+0.45%

Fees are negotiable and vary based on program. Managed Account Program fees may include an additional 0.10% for each tier.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,500

Fees for Private Wealth Management are based on a percentage of assets under management. For the Managed Account Program, an additional 0.10% may be added to each tier. Fees are negotiable and vary based on the program. Fees for strategist, model portfolio, and Meeder Edge consulting services depend on assets under advisement and are individually negotiable. The minimum fee for plan level retirement services is $2,500, with annual management fees ranging from 0.10% to 0.50% of eligible plan assets. The annual management fee for non-proprietary Meeder Retirement Portfolios ranges from 0.50% to 0.75%.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

6125 Memorial Dr, Dublin, OH, 43017

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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.

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Employment History
Current Registrations
Meeder Advisory Services, INC.
August 2024 - Present · 1 yr 5 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.