A complete list of active advisors currently associated with Meridian Investment Counsel, Inc.
Warmer can help you find a great advisor at Meridian Investment Counsel, Inc. or one who fits your needs even better.
Meridian Investment Counsel provides discretionary investment management and standalone financial planning to individuals, families, trusts, non‑profit organizations and retirement plans. The firm reports approximately $723 million in assets under management and delivers customized portfolio implementation, security selection, and periodic reporting. Its investment approach emphasizes tax‑wise, conservative growth grounded in fundamental company analysis and laddered fixed‑income strategies, with personalized asset allocation and a general preference for longer holding periods to limit taxes and trading costs. Meridian manages client assets internally (it does not use third‑party sub‑advisers), conducts regular investment‑committee reviews, and does not charge performance‑based fees. Notable differences from many peers include affiliations with other financial and professional services: a firm principal operates a separate CPA/accounting and business‑consulting practice, and the firm is affiliated with a related registered adviser that offers 3(38) fiduciary services—both of which are provided under separate contracts and have historically required limited time commitments. Additionally, while Meridian does not initiate borrowing as part of its management, clients may elect to borrow (use margin) in their custodial accounts and the firm calculates advisory fees on the gross account value including any client‑directed borrowings; the firm’s $1 million account minimum and four‑person advisor team also yield a comparatively high AUM per advisor.
To learn more about the advisors currently working at Meridian Investment Counsel, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lafayette, CA
| 29
| |
Lafayette, CA
| 5
| |
Lafayette, CA
| 27
|
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