Meridian Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meridian Asset Management is a single-advisor registered investment adviser that provides discretionary and non-discretionary investment management and related financial planning to individuals, high-net-worth individuals, businesses, trusts, and estates. The firm typically charges asset-based advisory fees and offers an ongoing investment management program that emphasizes continuous personal contact.
The firm’s investment approach is built around strategic asset allocation informed by Modern Portfolio Theory, with a stated emphasis on income-producing, large-cap dividend growers and diversification through fixed income, small-cap, and international holdings. Analysis methods include fundamental, technical, sector, and cyclical approaches, and strategies may range from long-term buy-and-hold to shorter-term trading, margin, and short sales where appropriate.
Distinctive features include a substantially larger amount of assets managed on a non-discretionary basis (approximately $25.7 million non-discretionary versus $7.94 million discretionary), and the firm’s principal also functions as a licensed insurance agent, spending roughly a quarter of his time on insurance activities and, when commissions are earned on insurance contracts, waiving advisory fees on those contracts. The firm also accepts corporate or business clients and indicates a preference for no-load mutual funds and ETFs over “packaged” products, which is less common among independent solo advisors.
Client services
Expertise
Fee options
$25,000 - $100,000: 1.50% $100,001 - $200,000: 1.25% $200,001 - $500,000: 1.20% $500,001 - $1,000,000: 1.10% $1,000,001+: 1.00%
Account minimum: $25,000 Minimum fee: $375 annual minimum fee for investment management services Fee-only: Fixed fees or fees based on assets under management; fees are negotiable
Main office
Harbor Springs MI
Advisors at this office
1
Most active in
Michigan
Also doing business as
Meridian Asset Management · Richard B. Price D/B/A Meridian Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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