How does the advisor help clients – Key Takeaways:
The team at MERIDIAN ASSET MANAGEMENT, LLC provides financial expertise to help their clients achieve their goals and secure their financial future. With a wide range of financial services and a commitment to personalized advice, they assist clients in making informed decisions and creating a solid financial plan for the future.
Facts and Insights
MERIDIAN ASSET MANAGEMENT, LLC was founded in 2001 and currently has $500 million in assets under management. They have a team of 10 advisors who bring a wealth of experience and knowledge to the table, with an average of 15 years in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $500 million | 10 |
Financial Services Offered
MERIDIAN ASSET MANAGEMENT, LLC offers a range of financial services to cater to their clients’ needs. These services include:
- Investment management
- Tax planning
- Estate planning
- Retirement planning
Client Types
As a full-service financial advisory firm, MERIDIAN ASSET MANAGEMENT, LLC works with a diverse range of clients, including:
- High-net-worth individuals
- Retirees
- Business owners
- Families
Fees & Compensation
MERIDIAN ASSET MANAGEMENT, LLC is a fee-based firm, meaning they charge a percentage of assets under management as their fee. This structure ensures that their interests align with their clients, and they are motivated to help them grow their assets.
Background
The team at MERIDIAN ASSET MANAGEMENT, LLC has a deep understanding of the financial industry and has helped numerous clients secure their financial future. Their expertise and personalized approach make them a trusted advisor for many individuals and families.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential to be aware of any potential conflicts of interest or disciplinary actions. The team at MERIDIAN ASSET MANAGEMENT, LLC has a clean record with no disciplinary actions or disclosures.