Meridian Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$50,103,324
Clients
60
Advisors
2
of 2 employees
About
Meridian provides investment management and financial planning services to individuals (including high-net-worth clients), trusts, charitable organizations and pension plans. The firm offers active portfolio management, strategic asset allocation, and separate financial planning and consulting engagements.
Meridian constructs portfolios using individual securities and, where appropriate, institutional mutual fund share classes after due diligence on fund costs, and documents client objectives in an investment policy statement to guide allocation and trading. The firm manages accounts on both discretionary and non-discretionary bases and frequently operates with clients retaining final trade approval (non-discretionary), a practice that is less common among peers.
Operated by a small, experienced team with roots in a bank trust department, Meridian incorporates niche allocations—such as modest exposures to precious metal commodity funds—to reduce correlation with traditional assets during periods of market stress. The firm generally does not vote client proxies and typically leaves shareholder litigation and related actions to clients, allocating governance and voting responsibilities to account holders.
Client services
Expertise
Fee options
Fixed fees range from $1,000 to $3,000 for financial planning and consulting services
$0 - $250,000: 1.0% $250,000 - $500,000: 0.85% $500,000 - $1,000,000: 0.75% $1,000,000 - $5,000,000: 0.50% $5,000,000+: 0.30%
$150 per hour for financial planning and consulting services
Fee-only: Financial planning and consulting fees negotiable; hourly rate $150/hour; fixed fees $1,000 - $3,000
Main office
Bethlehem PA
Advisors at this office
2
Most active in
New Jersey · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jay H
Series 65
Bethlehem, PA
Meridian Asset Management, LLC
Jay Harris is a financial advisor at Meridian Asset Management, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with Meridian since 2010. Meridian provides investment management and financial planning services to individuals, trusts, charitable organizations, and pension plans. The firm emphasizes active portfolio management and strategic asset allocation, often working on a non-discretionary basis that allows clients to retain final trade approval.
Scott H
CFP®, ChFC®, Series 63
Bethlehem, PA
Meridian Asset Management, LLC
Scott Heess is a CFP® and ChFC® with 15 years of industry experience. He has been with Meridian Asset Management, LLC since 2010. Meridian Asset Management provides investment management and financial planning services to individuals, trusts, charitable organizations, and pension plans. The firm employs active portfolio management and strategic asset allocation, often allowing clients to retain final trade approval, and incorporates niche allocations to manage correlation during market stress.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)