MERIDIAN WEALTH PARTNERS, LLC
Blue Bell, Pennsylvania
Meridian Wealth Partners, LLC is a premier investment advisory firm based in Blue Bell, PA. With a team of 11 dedicated professionals, they offer exceptional financial guidance to a diverse clientele. Nine of their skilled advisors specialize in providing expert investment advice, boasting an impressive average of $221,510,000 in assets under management per advisor, significantly surpassing industry standards. Meridian Wealth Partners' compensation structure reflects their commitment to client success. They offer a variety of fee options, including a percentage of assets under management, fixed fees, and performance-based fees. W...
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Assets Under Mgmt

$905.57M

Investment Professionals

9

Locations

0

% 401K & Individual

10%

% Discretionary

95%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Disclosures
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
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