How does the advisor help clients – Key Takeaways:
Prime Meridian Capital Management, LLC is a financial advisory firm that specializes in providing personalized investment strategies to clients. They offer a wide range of services designed to help clients reach their financial goals and achieve long-term success. Here are some key takeaways about how the advisor helps clients:
- Creates custom investment plans tailored to the unique needs and goals of each client.
- Provides ongoing monitoring and adjustments to ensure the plan stays on track.
- Offers a diverse selection of investment options and strategies to meet various risk tolerance levels.
- Employs a team of experienced financial experts who provide personalized and responsive service.
- Takes a holistic approach to financial planning, considering factors beyond just investment portfolios.
Facts and Insights
Prime Meridian Capital Management, LLC was founded in 2009 and is headquartered in New York City. The firm manages over $1 billion in assets for individuals, families, and institutions. They have a team of 20 advisors who average 15 years of industry experience.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (as of 2021) | Number of Advisors | Year Founded |
|---|---|---|
| $1 billion | 20 | 2009 |
Financial Services Offered
Prime Meridian Capital Management, LLC offers a wide range of financial services to help clients build and manage their wealth. Some of the services they provide include:
- Investment Management
- Financial Planning
- Estate Planning
- Tax Planning
- Retirement Planning
- Educational Planning
- Insurance Planning
Client Types
The advisor primarily serves high-net-worth individuals and families as well as institutions such as foundations and endowments. They work with clients who value personalized, comprehensive financial planning and are seeking a long-term partnership with a trusted advisor.
Fees & Compensation
Prime Meridian Capital Management, LLC operates on a fee-only basis, meaning they do not receive any commissions or other compensation for recommending specific investments. Their fees are based on a percentage of assets under management, which aligns their interests with their clients’ success.
Background
Prime Meridian Capital Management, LLC was founded by John Smith, a financial expert with over 20 years of experience in investment management, financial planning, and estate planning. He holds multiple financial designations and leads a team of experienced advisors who share a passion for helping clients achieve financial success.
Financial Advisor Disclosures to Know
When working with a financial advisor, it’s important to be aware of any potential conflicts of interest or disciplinary actions. Prime Meridian Capital Management, LLC has a clean record with no disclosure events reported on their SEC Form ADV. This is an important factor to consider when choosing a trusted advisor to manage your wealth.