Advisor at Hughes Financial Services, LLC
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Firm
Hughes Financial Services, LLC
Location
Herndon, VA 20171
Credentials
CFP®, Series 65
Industry experience
7 years
Berkeley Meredith is a CFP® and Series 65-licensed advisor with seven years of industry experience, all with Hughes Financial Services, LLC. Prior to joining the firm, Meredith worked at Virginia Tech for four years. Hughes Financial Services, LLC manages approximately $616 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning through its institutional wrap-fee program. The firm customizes portfolios using a combination of fundamental, cyclical, and Modern Portfolio Theory analyses and employs various tactical strategies, including option writing and short sales, while maintaining affiliations with Arden Trust Company and Kestra Investment Management, LLC.
Based on Hughes Financial Services, LLC
$0 - $250,000: 1.15% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Account minimum: $500,000
2201 Cooperative Way, Suite 150
Herndon, VA 20171
Texas · Virginia
Hughes Financial Services, LLC
2019 - Present (7 years)
Hughes Financial Services, LLC
2018 - 2019 (1 year)
Hughes Financial Services, LLC
2017 - 2018 (1 year)
Virginia Tech
2013 - 2017 (4 years)
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Insurance agent
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Broker-dealer / trader
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Trust company
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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