Meridian Financial, LLC's Form ADV discloses 1.00% on the first $1 million, 0.85% on the next $2 million, 0.65% on the next $2 million, and 0.50% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #119679), Meridian Financial, LLC is subject to fiduciary duty under federal law.
Meridian Financial, LLC is headquartered in HOLLISTON, MA.
Meridian Financial, LLC serves 88 high-net-worth clients according to their SEC filing dated May 5, 2026. View client details ↓
According to their SEC Form ADV, Meridian Financial, LLC offers financial planning and portfolio management for individuals. View all service details ↓
Meridian Financial, LLC manages $284 million in client assets according to their SEC filing dated May 5, 2026.
According to their SEC Form ADV, Meridian Financial, LLC serves high-net-worth individuals. View client details ↓