Meeder Advisory Services, Inc.: Your Trusted Financial Expert
How does the advisor help clients – Key Takeaways:
When it comes to managing your finances, it is crucial to have a knowledgeable and experienced advisor by your side. That’s where Meeder Advisory Services, Inc. comes in. With over 45 years of experience in the financial industry, Meeder is committed to providing personalized and comprehensive services to help clients achieve their financial goals.
Facts and Insights
Meeder Advisory Services, Inc. was founded in 1974 by John Meeder, a financial expert who saw the need for a transparent and client-focused investment management firm. Since then, Meeder has grown to become one of the leading financial advisory firms in the country.
Based in Dublin, Ohio, Meeder has a team of over 200 professionals, including experienced advisors, analysts, and support staff. The company has over $28 billion in assets under management, with a diverse range of clients from individuals to corporations and institutions.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management: | $28 billion |
|---|---|
| Number of Advisors: | 200+ |
| Time in Business: | Over 45 years |
Financial Services Offered:
Meeder Advisory Services, Inc. offers a wide range of financial services to help clients manage their wealth, including:
- Investment Management
- Wealth Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
Client Types:
Meeder has a diverse client base, including:
- Individuals and families
- Retirement plans
- Foundations and endowments
- Institutions
- Financial advisors
Fees & Compensation:
As a fiduciary, Meeder Advisory Services, Inc. is committed to acting in the best interests of its clients. The company offers fee-based services, meaning they are compensated through a percentage of the assets under management rather than through commissions. This ensures that the advisor’s recommendations are aligned with the client’s goals and interests.
Background:
Meeder Advisory Services, Inc. has a team of experienced professionals who are dedicated to providing high-quality financial services to their clients. The firm’s approach is rooted in transparency, trust, and a deep understanding of each client’s unique financial situation.
Meeder also believes in giving back to the community. The company has a strong philanthropic culture and supports various charitable organizations through donations and volunteer work.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Meeder Advisory Services, Inc. is required to disclose any potential conflicts of interest, their fee structure, and any relevant disciplinary history. You can find this information on their Form ADV, which is available upon request or on the Securities and Exchange Commission’s website.
In conclusion, Meeder Advisory Services, Inc. has a proven track record of helping clients achieve their financial goals through personalized and comprehensive services. With their experienced team and commitment to transparency, Meeder is a trusted partner for all your financial needs.