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How does the advisor help clients – Key Takeaways:
MERIDIAN ASSET MANAGEMENT is a highly reputable financial management company that has been in business for over 20 years. The company takes pride in providing expert financial guidance and advice to its clients, helping them achieve their financial goals and secure their financial future. Through their experienced team of advisors and a wide range of services, MERIDIAN ASSET MANAGEMENT is committed to providing top-notch financial assistance to its clients.
Facts and Insights
As of 2021, MERIDIAN ASSET MANAGEMENT has over $1 billion in assets under management, which is a testament to their success and the trust clients have in the company. The firm is also backed by a team of 10 experienced and knowledgeable advisors who are dedicated to helping clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 10 | Over 20 years |
Financial Services Offered
MERIDIAN ASSET MANAGEMENT offers a comprehensive range of financial services to cater to the diverse needs of their clients. Some of the services they provide include investment management, retirement planning, tax planning, estate planning, and risk management. The company also offers customized financial solutions based on individual client needs and goals.
Client Types
MERIDIAN ASSET MANAGEMENT works with a wide range of clients, including individuals, families, small businesses, and corporations. The company has a proven track record of delivering quality financial services to clients from various backgrounds, and their team of advisors has the expertise to cater to the unique financial needs of each client.
Fees & Compensation
MERIDIAN ASSET MANAGEMENT believes in complete transparency when it comes to fees and compensation. The company charges a percentage of the assets under management as its fee, and this fee is discussed and agreed upon with the client before starting any financial relationship. This ensures that clients are fully aware of the fees and can make informed decisions.
Background
MERIDIAN ASSET MANAGEMENT was established in 2001, with a focus on providing top-notch financial services to clients of all backgrounds. The company has a team of experienced and knowledgeable advisors who have a deep understanding of the financial industry and are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a reputable financial management company, MERIDIAN ASSET MANAGEMENT is committed to ensuring full disclosure of any potential conflicts of interest that may arise. The company also ensures that all advisors are properly licensed and registered, and adhere to the highest ethical standards while providing financial advice and services to clients.