Meridian Wealth Management, LLC
Assets Under Management
$3.9B
Number of Clients
3,961
Number of Advisors
57
Average Client AUM
$981K
AUM per Advisor
$68.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Meridian Wealth Management provides comprehensive wealth management services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations and businesses. Services include portfolio management, financial planning, and retirement planning.
Fee Structure
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
Location
100 W Main Street, Suite 450, Lexington, KY, 40507