Meridian Wealth Management LLC

Meridian Wealth Management is a registered investment advisor offering discretionary asset management services through a program account tailored to individual client needs. The firm engages in detailed discussions with clients to understand their financial situation, goals, risk tolerance, and investment objectives. Clients' accounts are managed using various investment types, including mutual funds, ETFs, individual stocks and bonds, and options. Clients are required to establish a program account at LPL Financial, the custodian for the assets. Meridian charges a maximum annual advisory fee of 3%, based on the account's market value, which is negotiable. Fees are billed quarterly in advance and are assessed on all assets held in client accounts, including cash and cash equivalents. The firm only manages assets under a discretionary mandate and does not offer non-discretionary services. Meridian also utilizes third-party investment advisory firms to aid in portfolio management, conducting due diligence and ongoing reviews of their performance. Clients have access to quarterly performance reports and account statements, and the firm does not have custody of client funds or securities. Meridian operates on a discretionary basis, managing accounts without obtaining client consent for each trade. Clients are encouraged to contact their advisory representative with any questions regarding their program account.