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Merid Amde

Advisor at M.A. Global Investment Advisor, LLC

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M.A. Global Investment Advisor, LLC logo

Firm

M.A. Global Investment Advisor, LLC

Location

Southfield, MI 48034

Credentials

Series 63, Series 66

Industry experience

35 years

About

Merid Amde is the principal of M.A. Global Investment Advisor, LLC, an independent firm based in Southfield, MI. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Prior to founding his firm, he worked at Investshares Advisor Group, InvestShares, and L.M. Kohn & Company. In addition to his advisory work, Merid Amde spends significant time as a licensed insurance agent. M.A. Global Investment Advisor, LLC serves individuals and business entities, managing approximately $6.5 million for about 84 clients. The firm employs a client-driven process with non-discretionary asset management, educational seminars, and facilitates relationships with third-party managers, including Gradient Investments.

Client services

Based on M.A. Global Investment Advisor, LLC

Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on M.A. Global Investment Advisor, LLC

Active portfolio management

Fee options

Percentage

$0+: 2.00% annually (maximum) for direct asset management services $0+: 2.00% annually total for Strategic Portfolios (1.00% to MAG + 1.00% to Gradient Investments) $0+: 1.80% annually total for Tactical Portfolios (1.00% to MAG + 0.80% to Gradient Investments) $0+: 1.70% annually total for Allocation & Defined Outcome Portfolios (1.00% to MAG + 0.70% to Gradient Investments) $0+: 1.00% annually total for Preservation Portfolios (0.60% to MAG + 0.40% to Gradient Investments) $0+: 1.50% annually total for Private Wealth Portfolios (1.00% to MAG + 0.50% to Gradient Investments) $0+: $300 annual flat fee for Client Directed Accounts (paid to Gradient Investments; $0 to MAG)

Other

Fee-only: Annual advisory fees based on assets under management as detailed above; fees are negotiable.

Location

26677 W Twelve Mile Road, Suite 137

Southfield, MI 48034

Most active in

Michigan

Work history

M.A. Global Investment Advisor, LLC

2018 - Present (8 years)

Investshares Advisor Group, LLC

2017 - 2018 (1 year)

InvestShares

2017 - 2018 (1 year)

M.A. Global Investment Advisor, LLC

2014 - Present (12 years)

L.M. Kohn & Company

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Founder/Business Owner Executive Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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Eldin F

Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

ESG / Sustainable investing Equity compensation tax strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
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Series 63, Series 65

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Octo Capital, LLC

Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
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Series 65

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Active portfolio management Options & derivatives strategies
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Series 66

Berkley, MI

Underhill Investments, LLC

ESG / Sustainable investing
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Bassam S

Series 63, Series 65

Orchard Lake, MI

Objective Investments, LLC

Active portfolio management Options & derivatives strategies
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