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How does MEKETA FIDUCIARY MANAGEMENT, LLC help clients – Key Takeaways:
MEKETA FIDUCIARY MANAGEMENT, LLC is a trusted financial expert that offers a range of services to their clients. Their team of professionals provides valuable insight and advice to help clients achieve their financial goals. Here are some key takeaways about how MEKETA FIDUCIARY MANAGEMENT, LLC assists their clients:
- Expertise in financial management, advising, and consulting
- Customized strategies tailored to clients’ specific needs and goals
- Extensive experience in the industry
- Commitment to fiduciary standards, putting clients’ interests first
Facts and Insights
MEKETA FIDUCIARY MANAGEMENT, LLC has been in the financial services industry for over 40 years, providing top-notch expertise and advice to their clients. Their team of advisors has a deep understanding of the market and can offer valuable insights to help clients make informed decisions about their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $15 Billion | 170+ | 40+ years |
Financial Services Offered
MEKETA FIDUCIARY MANAGEMENT, LLC offers a range of financial services to help clients achieve their long-term financial goals. These services include:
- Investment management
- Asset allocation
- Retirement planning
- Estate planning
- Tax planning
- Educational savings planning
Client Types
MEKETA FIDUCIARY MANAGEMENT, LLC caters to a diverse range of clients, including individuals, families, and institutions. They understand that each client has unique financial goals and needs, and they tailor their services accordingly.
Fees & Compensation
MEKETA FIDUCIARY MANAGEMENT, LLC operates on a fee-only basis, which means they do not receive commissions or compensation from third parties. This ensures that their advice is unbiased and in line with clients’ best interests. Their fees are based on a percentage of assets under management, making them highly motivated to help clients grow their investments.
Background
MEKETA FIDUCIARY MANAGEMENT, LLC was founded in 1978 by James Meketa and Fritz Meyer, who were financial experts with a vision to provide top-quality financial advice to their clients. Today, they have grown to a team of over 170 advisors with a presence in multiple locations across the United States. Their commitment to their fiduciary duty has earned them a stellar reputation in the industry.
Financial Advisor Disclosures to Know
As with any financial advisor, it’s important to be aware of any potential conflicts of interest or regulatory disclosures. MEKETA FIDUCIARY MANAGEMENT, LLC has a clean regulatory record, with no disciplinary actions reported by regulatory bodies.