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Meridian Investment Review

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Meridian Investment, registered in 2011, serves 1 state(s) with a licensed staff of 1 advisors. Meridian Investment manages $68.0 million and provides investment advisory services for 76 clients (1:76 advisor/client ratio).



Firm Information


Summary Firm
Overall Rating
Minimum Investment $0
Average Client Balance $894,736
Total AUM $68.0 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 1:76
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
Facebook Visit Profile
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 Investment, our system found no disciplinary questions to ask. Checks take place monthly.



Conflict Questions


After checking the regulatory records of Meridian Investment, our system has identified the following question(s) to ask. Learn more.


Does Meridian Investment accept soft-dollar benefits? How do these benefits affect the firm’s selection of a broker-dealer partner?


Meridian Investment receives soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best trade execution for their clients.


Our system found no other 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 Investment:




Cost


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.

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




FAQs





Other Firms


Biechele Royce Advisors, Measured Risk Portfolios, Soard Financial Management, Dedora Capital




This automated report was generated using SEC and FINRA data and was last updated on May 5th, 2022*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.


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