Meeder Public Funds, INC.

Assets Under Management

$59.3B

Number of Clients

429

Number of Advisors

12

Average Client AUM

$138.1M

AUM per Advisor

$4.9B

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Meeder Public Funds, Inc. (MPF) offers investment advisory services to state and local governments, including counties, cities, school districts, and other public entities. Services include separately managed accounts and consulting, focusing on fixed income securities. MPF tailors its services to each client's needs, objectives, and investment policy, utilizing investments permissible under the applicable state investment code.

Fee Structure

Financial Planning:Investment management only

MPF charges fees based on a percentage of assets under management, up to 0.20% annually for separately managed accounts. Fees are negotiable based on factors like investment types, portfolio size, and client relationship. Consulting and educational services may be provided under asset-based, hourly, or flat fee arrangements. Asset-based advisory fees may be subject to an annual minimum fee. Fees are typically calculated and billed monthly in arrears based on the value of eligible assets.

Areas of Practice
Investment Management
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Location

6125 Memorial Drive, Dublin, OH, 43017

12 Advisors at this firm