How does the advisor help clients – Key Takeaways:
MERIDIAN STREET CAPITAL, LLC is a trusted financial advisory firm that provides expert financial advice and services to a wide range of clients. With years of experience and a team of highly qualified and knowledgeable advisors, the firm prides itself on helping clients achieve their financial goals and secure their financial future.
Facts and Insights
MERIDIAN STREET CAPITAL, LLC was founded in 2008 and has since been providing top-notch financial services to its clients. Over the years, the firm has managed to amass an impressive amount of assets under management, currently totaling over $500 million. With a team of 15 experienced advisors, MERIDIAN STREET CAPITAL, LLC has the expertise and resources to assist clients in achieving their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 11 years |
Financial Services Offered
MERIDIAN STREET CAPITAL, LLC offers a comprehensive range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm takes a holistic approach to financial planning, taking into consideration the unique needs and goals of each client to develop a personalized financial plan.
Client Types
MERIDIAN STREET CAPITAL, LLC works with a diverse group of clients, including high net-worth individuals, families, and small business owners. The firm prides itself on tailoring its services to meet the specific needs of each client, regardless of their background or financial situation.
Fees & Compensation
As a fee-only advisor, MERIDIAN STREET CAPITAL, LLC charges a transparent and fair fee for its services, based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients, as they only earn more when the client’s investments perform well.
Background
The advisors at MERIDIAN STREET CAPITAL, LLC have over 100 years of combined experience in the financial services industry. They hold various industry certifications and credentials, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm consistently stays updated on industry trends and changes to ensure that clients receive the best possible advice and service.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest or legal issues when working with a financial advisor. MERIDIAN STREET CAPITAL, LLC has a clean record with regulatory bodies, with no legal or disciplinary actions taken against the firm or its advisors.