Meridian Wealth Management, LLC

Meridian Wealth Management, LLC is a boutique investment advisory firm founded in 2009 by Gregory W. Couch. The firm offers comprehensive wealth management services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and businesses. Meridian provides discretionary and non-discretionary portfolio management services, tailored to meet clients' needs and investment objectives. The firm mainly uses equity securities, exchange-traded funds, mutual funds, and other securities in its portfolio management programs. Meridian also offers financial planning and consulting services, including retirement planning and management services. The firm charges an annual fee based on a percentage of assets under management, negotiable between 0.0% and 2.0%. Hourly charges or flat fees for financial planning services range from $250-$500 per month or quarter. Meridian does not accept performance-based fees, and clients can expect periodic portfolio reviews and financial planning meetings. The firm does not vote proxies on behalf of clients and does not have custody of client funds or securities. Meridian has not been the subject of a bankruptcy proceeding and has no financial commitment impairing its ability to meet client commitments.