The Meridian Business Group, Ltd
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$22,757,703
Clients
58
Advisors
1
of 1 employees
About
The Meridian Business Group, Ltd. is a small independent advisory firm that serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and business entities. It provides discretionary portfolio management through separately managed accounts and non‑discretionary advice via its Retirement Asset Management Plan and Financial Planning Program, and offers guidance on budgets, debt reduction, insurance, retirement and education planning.
The firm tailors advice to each client’s financial situation, risk tolerance and goals, and describes a disciplined investment process centered on strategic asset allocation, a tactical overlay, manager selection, and periodic rebalancing. For clients without discretionary authority it delivers periodic recommendations and maintains monthly review capability for its RAMPlan and FP Program services.
Distinctive features include explicit services for corporate and business clients — such as monthly bookkeeping for small businesses — and the principal’s concurrent activity as an independent insurance agent, a relationship the firm discloses as a potential conflict of interest. The firm also accommodates certain client custody or employment requirements by permitting, in special instances, the use of alternate custodians (for example, Interactive Brokers) rather than its normally recommended custodian.
Client services
Expertise
Fee options
Fixed fees charged for bookkeeping services; amounts vary and disclosed prior to engagement
0.25% quarterly of net asset value, equivalent to 1.00% annually
Hourly fees charged for bookkeeping services; amounts vary and disclosed prior to engagement
Monthly fee up to $100.00 billed in advance for RAMPlan and FP Program services
Main office
2715 Thatcher Ave
River Grove IL 60171
Advisors at this office
1
Most active in
Illinois · Wisconsin
Also doing business as
Meridian Financial Management Corporation · Meridian Financial Managment · The Meridian Business Group, Ltd · The Meridian Business Group, Ltd.
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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