Meadow Creek Wealth Advisors, LLC

Meadow Creek Wealth Advisors, LLC is an Atlanta-based firm established in 2018 by Willem Hattink, Kenneth K. Budd, and Kristin Ribic. The firm manages over $300 million on a discretionary basis and provides tailored advisory services after assessing clients' financial circumstances. Meadow Creek offers financial reviews, investment plans, and portfolio strategies to meet clients' goals. Clients can have their investments managed on a discretionary or non-discretionary basis, with the option to impose reasonable restrictions. The firm may engage separate account managers to diversify investment styles. Meadow Creek charges a tiered fee structure based on assets under management, ranging from 0.40% to 2.00%. The firm may recommend IRA rollovers and provides retirement plan advisory services, acting as a fiduciary under ERISA. Clients must have a minimum of $1,000,000 to open an account, but this requirement may be waived. The firm's investment strategies include fundamental and technical analysis, with a focus on risk management. Meadow Creek does not charge performance-based fees and does not vote proxies on behalf of clients. The firm emphasizes client privacy and maintains strict security measures to protect clients' nonpublic personal information. Meadow Creek's team includes experienced professionals like Owen Douglas and John Hall, who assist in providing comprehensive financial services to clients.