Meridian Passage
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meridian Passage provides financial planning and portfolio management to individuals, high-net-worth individuals, and businesses. The firm prepares a personalized financial Plan and Investment Policy Statement and typically manages client portfolios on a discretionary basis.
The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing asset allocation, diversification, and a long-term time horizon while incorporating passive index products alongside select active options and quantitative models. Portfolios are constructed from exchange-listed securities — including stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents — and are monitored and adjusted periodically to remain aligned with the client’s IPS.
Formed in January 2025, Meridian Passage reported about $2.55 million in discretionary assets under management and $6.54 million in assets under advisement as of December 18, 2025, reflecting an early-stage, single-advisor practice. Distinctive operational choices include not aggregating client trades for block execution, recommending (but not affiliating with) custodians such as Charles Schwab, and leaving proxy voting responsibilities with clients rather than voting proxies on their behalf.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
Minimum fee: One-time Financial Planning Fee of $2,500 upon creation of the Plan and IPS Fee-only: Financial Planning Fee of $2,500 (one-time); ongoing Portfolio Management fees based on AUM tiers listed above
Main office
Phoenix AZ
Advisors at this office
1
Most active in
Arizona
Also doing business as
Meridian Passage · Meridian Passage, LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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