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Meriwether Wealth & Planning, Llc
Minden, Louisiana
Meriwether Wealth & Planning, LLC is a small investment advisory firm based out of Minden, LA, with a team of seven dedicated professionals. With four experienced advisors providing investment advisory services, the firm is committed to delivering exceptional financial guidance to its clients. Their extensive knowledge and expertise enable them to manage an average of approximately $37,960,000 in assets per investment advisor.
The firm's compensation structure is designed to align with their clients' best interests. They offer various fee arrangements, including a percentage of assets under management and fixed fees. This flexibl...see more
Assets Under Mgmt
$201.89M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Meriwether Wealth & Planning, Llc
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