Meadowbrook Wealth Management, LLC

Meadowbrook Wealth Management, LLC is a Registered Investment Adviser based in Garden City, New York, founded in 1999. The firm offers tailored investment advice and portfolio management services in four categories: aggressive growth, growth, balanced, and fixed income. Meadowbrook provides discretionary and non-discretionary investment advisory services to individuals, small businesses, and trusts through managed account programs. The firm charges asset management fees ranging from 0.5% to 2.5% annually, based on the amount of assets under management and portfolio type. Clients may choose to have fees deducted from their accounts or be billed directly. Meadowbrook does not charge performance-based fees or engage in side-by-side management. The minimum account size varies based on the portfolio objective, starting at $50,000 for aggressive growth and $100,000 for other objectives. The firm's investment strategies include asset allocation, dollar-cost averaging, technical analysis, and long-term and short-term purchases. Meadowbrook has not had any reportable disciplinary events in the past ten years and does not compensate for client referrals. Clients' funds and securities are held with an independent qualified custodian, and the firm has discretion over client investments with written client limitations accepted. Meadowbrook will vote client securities in the best interest of the client upon request.