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How does the advisor help clients – Key Takeaways:
MERIDIAN INVESTMENT COUNSEL, INC. is a leading financial advisory firm that has been in business for over 30 years. They provide a wide range of financial services to help clients achieve their investment goals.
Facts and Insights
The following table provides information on MERIDIAN INVESTMENT COUNSEL, INC.’s assets under management, number of advisors, and years in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3.5 billion | 15 | 30 years |
Financial Services Offered
MERIDIAN INVESTMENT COUNSEL, INC. offers a comprehensive range of financial services including investment management, wealth planning, retirement planning, and tax planning. They also provide estate planning services to help clients preserve and transfer their wealth.
Client Types
MERIDIAN INVESTMENT COUNSEL, INC. caters to a diverse range of clients including high-net-worth individuals, families, and businesses. They work closely with each client to understand their unique financial needs and goals and develop customized investment strategies to help them achieve their objectives.
Fees & Compensation
MERIDIAN INVESTMENT COUNSEL, INC. follows a fee-only compensation model, which means that they do not receive any commissions or compensation from third-party providers. This ensures that their clients receive unbiased advice and recommendations that are solely in their best interest.
Background
MERIDIAN INVESTMENT COUNSEL, INC. was founded in 1988 and has since grown to become one of the most reputable financial advisory firms in the industry. Their team of experienced advisors has a wealth of knowledge and expertise in all areas of financial planning, allowing them to provide comprehensive and personalized solutions to their clients.
Financial Advisor Disclosures to Know
MERIDIAN INVESTMENT COUNSEL, INC. adheres to strict ethical standards and ensures full transparency with their clients. They have no disclosures on file with regulatory bodies such as the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).