Merid Amde
Advisor at M.A. Global Investment Advisor, 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.
Advisor at M.A. Global Investment Advisor, 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
M.A. Global Investment Advisor, LLC
Location
Southfield, MI 48034
Credentials
Series 63, Series 66
Industry experience
35 years
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.
Based on M.A. Global Investment Advisor, LLC
$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)
Fee-only: Annual advisory fees based on assets under management as detailed above; fees are negotiable.
26677 W Twelve Mile Road, Suite 137
Southfield, MI 48034
Michigan
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)
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.
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.
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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