Meeder Advisory Services, INC.
Assets Under Management
$2.1B
Number of Clients
3,800
Number of Advisors
14
Average Client AUM
$550K
AUM per Advisor
$149.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Meeder Advisory Services, Inc. offers separately managed accounts, strategist, and portfolio management services to financial institutions and their clients. They also provide retirement plan services to plan sponsors and participants. MAS utilizes quantitative methodologies to select investments.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $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
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
Location
6125 Memorial Dr, Dublin, OH, 43017