Advisor at Meridian Financial Partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Meridian Financial Partners LLC
Location
Warrenton, VA 20186
Credentials
Series 65
Industry experience
1 year
Daniel Fortunato is a financial advisor at Meridian Financial Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Monterey Church and Carfax. Meridian Financial Partners LLC provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation as the primary driver of returns and manages client portfolios on a discretionary basis, with a focus on longer-term holdings and ongoing financial planning.
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
$300 per hour for projects outside scope of ongoing financial planning
Account minimum: $250,000 (subject to discretion to waive) Minimum fee: $3,000 minimum annual fee per household
39 South 4 Th Street
Warrenton, VA 20186
Virginia
Meridian Financial Partners
2024 - Present (2 years)
Monterey Church
2020 - 2024 (4 years)
Monterey Church
2017 - 2020 (3 years)
Carfax
2013 - 2017 (4 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Meridian Financial Partners LLC
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