Includes :
At Meridian we believe in full disclosure. We are a Registered Investment Advisor with the State of California. We accept clients in other states as current law allows and will register in another state if needed in order to service a client and stay in compliance. You may download our disclosure document, form ADV II by clicking here, and you can access our registration on the SEC's public disclosure database the IAPD (Investment Advisor Public Disclosure) by clicking here. My CRD number is 112845. Compensation
Meridian charges a fee based on an agreed upon estimate of how many hours it will take to develop a plan. The hourly fee applied to that estimate is : $125 - $200.If
you decide to retain us to manage your assets, implement the
Investment Policy Statement, & follow up with regular
financial planning updates then our annual retainer fee is
below.
A retainer is not a requirement, you always have access
to us on an hourly or project basis, however retainer clients
receive our time and attention first. Annual
Retainer Generally, the retainer program is best for people
who want ongoing financial planning and investment management
and have investable assets in excess of $100,000. In
addition, the program is best suited for those whose
investments include equities. The fee for ongoing
investment management and financial planning is as follows: .70% of first $300,000 .50% of next $300,000 .30% of next $400,000 .25% of assets above $1,000,000 Example: Client with $300,000
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$2,100 annually Client with $600,000
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$3,600 annually Client with $1,000,000
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$4,800 annually Client with $2,000,000
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$7,300 annually |
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Financial Planning
