DB
CFP
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
Loading...
Advisor Information
Office location
100 W Main Street, Suite 450, Lexington, KY, 40507
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 1993Settled
Other Business Activities
Darold is a managing director at CMI Realty Associates, Inc. and CMI Realty Group, LLC, both real estate companies, and the sole owner of Charter Management Inc., which holds interests in the other two companies and is used for business tax purposes. These activities take a few hours per week.
Employment History
Current Registrations
Meridian Wealth Management, LLC
May 2022 - Present · 3 yrs 8 mos
Previous Registrations
Southport Capital
March 2010 - May 2022 · 12 yrs 2 mos
Oppenheimer & CO. INC.
September 2004 - February 2010 · 5 yrs 5 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.