Meridian Investments Review


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Meridian Investments, registered in 2011, serves 1 state(s) with a licensed staff of 1 advisors. Meridian Investments manages $72.1 million and provides investment advisory services for 81 clients (1:81 advisor/client ratio).

Firm Information

Summary Firm
Overall Rating
Minimum Investment $0
Average Client Balance $890,691
Total AUM $72.1 million
Fee Range $4,000 For a comprehensive Financial Plan. For Investment Managment Tiered AUM fees range from 0.5%-1.25% depending on account balance. Meridian Investments has no other revenue sources besides the advisory fees paid by our clients. Please contact us for more details.
Advisor / Client Ratio 1:81
Languages Offered English, Mandarin
Specialities Business Owners, Expatriates, Inherited Wealth, Recently Divorced
Clientele Works primarily with clients residing in the United States.
Website Visit Site
Phone Number 404-585-5946
Headquarters Atlanta, GA
Locations See locations
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LinkedIn Visit Profile
SEC Filings View SEC IAPD CRD #158276

Investment Philosophy

We invest in companies or instruments with solid fundamentals, strong earnings power and potential for continued growth. We balance between expected return and accepted risk with a disciplined investment process. We utilize investment strategies with a focus on net return after tax, expense, and inflation. We adopt both top-down and bottom-up analysis, combined with each clients unique situation.

Disciplinary Questions

After checking the disciplinary records of Meridian Investments, our system found no disciplinary questions to ask. Checks take place monthly.

Conflict Questions

After checking the regulatory records of Meridian Investments, our system found no conflict questions to ask. Checks take place monthly.

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Disciplinary History

An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.

As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Meridian Investments:


Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. To learn more, explore our series of articles about what financial advisors do and what it may cost to work with one, as well as what their titles mean and how to make a smart choice.

Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation").

View Fee Disclosures


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