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
Kira Topeka is a financial advisor at Meridian Financial Partners LLC with a Series 65 designation and six years of industry experience. She has worked at Meridian Financial Partners since 2020 and is also involved with Topeka Custom Design & Photo. Prior to her current roles, she was associated with The Great Meadow Foundation and Strider Pro. 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 ongoing financial planning and regular account reviews.
$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
2020 - Present (6 years)
Topeka Custom Design & Photo
2020 - Present (6 years)
The Great Meadown Foundation
2017 - 2020 (3 years)
Strider Pro
2016 - 2017 (1 year)
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