Advisor at Meridian Financial Services, Inc.
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 Services, Inc.
Location
Lakewood Ranch, FL
Credentials
CFP®, Series 63, Series 66
Industry experience
24 years
Marc Hirtle is a CFP® professional with 24 years of industry experience. He has been with Meridian Financial Services, Inc. since 2015. Meridian Financial Services is a state-registered investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, pension and profit-sharing plans, and small business entities. The firm employs a tactical allocation approach using a range of securities and regularly monitors accounts to adjust for market changes or client needs.
$0 - $200,000: 1.00% $200,001 - $350,000: 0.90% $350,001 - $500,000: 0.80% $500,001 - $750,000: 0.70% $750,001 - $1,000,000: 0.60% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.40% $3,000,001 - $5,000,000: 0.30% $5,000,001 - $10,000,000: 0.25% $10,000,001 - $25,000,000: 0.20% $25,000,001 - $50,000,000: 0.15% $50,000,001+: 0.10%
$250 per hour, negotiable
Account minimum: $100,000 (may accept lower at discretion)
Lakewood Ranch, FL
Florida · Massachusetts
Meridian Financial Services, Inc.
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Lawyer
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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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