Meridian Wealth Management, LLC

Financial Advisor in Fayette County, KY

Firm Info
Address: 250 W Main St #3150, Lexington, KY 40507, USA
Phone: (859) 543-4516

Firm Size
Assets Under Management: $1.9 billion
# of Advisors: 22
# of Clients: 3,399
Client to Advisor Ratio: 155:1
Average Account Size: $553,892
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Meridian Wealth Management, LLC Overview

Meridian Wealth Management, LLC is a financial advisory firm headquartered in Lexington, KY. The firm operates with a fee-only arrangement, which makes it different from firms that charge commissions for their services. Meridian Wealth Management, LLC has been in business since 2009 and has registered as an investment advisory firm that provides investment advice among other services. The firm provides financial planning services, portfolio management services for individuals and small businesses, and portfolio management services for larger organizations and institutional clients. Moreover, Meridian Wealth Management, LLC offers pension consulting services, selection of other advisors, and educational seminars and workshops. Meridian Wealth Management, LLC is an insurance broker/agent and is registered as an investment advisory firm, which is an advantage as it covers insurance and investment advice under one roof. The firm aims to assist individuals at all stages of life and provide them with tailored financial solutions. As an insurance brokerage firm, the solutions may include protection services and risk management. Furthermore, the firm offers educational seminars and workshops to help their clients understand the dynamics of the financial market and how to make informed decisions.

Meridian Wealth Management, LLC offers an array of financial services to a diverse set of clients. They serve individuals ranging from those just starting out on their financial journey to high net worth individuals who require more complex financial solutions. Additionally, they cater to the financial planning needs of pension or profit sharing plans, charitable organizations, and other corporate entities. Meridian Wealth Management, LLC strives to tailor their services to each client, ensuring that their unique financial needs are met with customized solutions. Meridian Wealth Management, LLC provides various fee structures to their clients based on the services provided. Clients may opt for a percentage of assets under management (AUM) fee, which is a percentage of the total assets that Meridian Wealth Management, LLC manages on their behalf. Alternatively, clients may choose an hourly fee structure, where they pay for the time and expertise of the Meridian Wealth Management, LLC advisor. Fixed fees are also available for specific services. This allows clients to know precisely how much they will be charged for services rendered. In all cases, Meridian Wealth Management, LLC prioritizes transparency, communicating clearly and frequently with clients regarding fees and services provided.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Meridian Wealth Management, LLC does not mention an investment minimum. Without this information, it is unclear what the firm's requirements are for minimum investments. It is possible that they do not have a minimum investment requirement, but this cannot be confirmed without further information. Investors who are interested in working with Meridian Wealth Management, LLC should contact the firm directly to inquire about their investment minimum and other requirements.

How This Office Can Help Fayette County, KY Residents

Meridian Wealth Management, LLC is dedicated to helping clients in Fayette County, KY achieve their financial goals through personalized strategies and comprehensive financial planning. The firm offers a wide range of services, including retirement planning, investment management, estate planning, tax planning, and risk management. Fayette County residents face a variety of financial challenges, including saving for retirement, paying for college, managing debt, and planning for unexpected expenses. Meridian Wealth Management can help clients navigate these issues by creating customized financial plans that are tailored to their unique needs and circumstances. Whether someone is just starting their career, nearing retirement, or facing a major life change, Meridian Wealth Management’s team of experienced professionals is committed to providing guidance and support every step of the way.

To view the Minimum Investment and Fee Schedule for Meridian Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Meridian Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Meridian Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 250 W Main St #3150, Lexington, KY 40507, USA
Phone (859) 543-4516
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Meridian Wealth Management, LLC is registered to service clients in the following states:

  • Alabama
  • Arizona
  • California
  • Colorado
  • Connecticut
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kentucky
  • Louisiana
  • Michigan
  • Minnesota
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Oklahoma
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Meridian Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs