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
Series 65
Industry experience
9 years
Mary Hirtle is a financial advisor at Meridian Financial Services, Inc. with 15 years at the firm and nine years of industry experience. She holds a Series 65 designation. Meridian Financial Services is a state-registered investment adviser managing discretionary portfolios and providing financial planning for individuals, trusts, pension and profit-sharing plans, and small businesses. The firm employs a tactical allocation approach using a range of securities and maintains integrated investment, tax, and insurance services through affiliated practices.
$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
2011 - Present (15 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
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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