Advisor at Core Advisory Group
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Firm
Core Advisory Group
Location
Rock Hill, SC 29732
Credentials
Series 66
Industry experience
14 years
Meredith Strosser is a financial advisor at CORE Advisory Group with 14 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2014. Strosser is involved in tax preparation services through CORE Tax Advisors in addition to her advisory role. CORE Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies and platform solutions tailored to client objectives and risk tolerance.
Based on Core Advisory Group
Based on Core Advisory Group
Fixed fees for financial planning services ranging from $0 to $15,000, negotiable based on complexity and client needs.
$0+: up to 2.0% annually (non-wrap fee basis, maximum) $0+: up to 2.5% annually (wrap fee program maximum)
Advisory representatives may also receive commissions from sales of insurance and brokerage products, but CORE primarily operates on a fee-only basis for advisory services.
Up to $500 per hour for financial planning and consulting services, negotiable.
WealthVision maintenance fee typically $25 per month, negotiable.
Account minimum: $5,000 Fee-only: Advisory fees negotiated up to a maximum of 2.0% annually for non-wrap accounts; wrap fee program fees up to 2.5% annually (includes transaction costs). Financial planning fees charged hourly up to $500/hour or flat fees up to $15,000.
744 Arden Lane, Suite 175
Rock Hill, SC 29732
South Carolina
CORE Advisory Group
2020 - Present (6 years)
LPL Financial, LLC
2017 - Present (9 years)
LPL Financial, LLC
2014 - 2017 (3 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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My Financial Background: I am a CFA® Charterholder and CFP® Professional. For over a decade I served in various roles at Morgan Stanley and BNP Paribas in the New York metro area before relocating to Charlotte, North Carolina in 2021 where I was most recently a Vice President at Bank of America. Why I founded PB Wealth: I started PB Wealth to make a real impact in people’s lives, specifically focusing on professionals and families who may have some time before they retire, but they are in their peak decision-making years and need someone that truly invests in and empowers them. Starting my own RIA has given me the flexibility and independence I need to serve clients in their best interest, without compromise. My Mission: I believe a financial advisor should meet you where you are, whether you’re just starting out or whether you’re in your peak earning years, it should not matter. My mission is to help you build a life that is truly meaningful to you and that starts with getting to know who you are and what matters most to you.
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