Advice, recommendations and
assistance – along with the choice of online trading – for one
competitive, all-inclusive annual fee.
A Fee-Based approach allows you to have all of your investment solutions consolidated under one all-inclusive annual fee.
addition, you will receive online access to investment information,
details on your investment holdings and opportunities identified by our
top-ranked* research team.
Who Is It For?
those clients who want to maintain a degree of control over their
investments but may not want the added responsibility of making
day-to-day investment decisions.
The Meridian Program
Also see our Managed Asset Programs and Financial Planning products.