Advisor at Berkeley Investment Advisors
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
Berkeley Investment Advisors
Location
Santa Rosa, CA
Credentials
CFA®
Industry experience
23 years
Ray Meadows is a CFA® charterholder with 23 years of industry experience. He has been the sole advisor at Berkeley Investment Advisors since 2002. Meadows is also a licensed California real-estate broker and may represent clients in property transactions. Berkeley Investment Advisors is an independent, state-registered firm managing approximately $18.7 million for about 25 clients, primarily high-net-worth individuals as well as some institutional and corporate accounts. The firm employs a fundamental value analysis approach with risk-tailored portfolios across multiple strategies, utilizing ETFs, closed-end funds, REITs, and, in some cases, borrowing and derivative instruments.
Based on Berkeley Investment Advisors
Based on Berkeley Investment Advisors
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.00% $1,000,000+: 0.75%
Account minimum: $200,000 Minimum fee: $3,500 annually for Full Discretion service; $6,000 annually for Advisory service (minimum fees may be waived for additional accounts by same client/group) Fee-only: Fees based solely on assets under management; no commissions earned by Berkeley Investment Advisors
Santa Rosa, CA
California
Berkeley Investment Advisors
2002 - Present (24 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:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Santa Rosa, CA
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Santa Rosa, CA
Janian Investment Advisers, LLC
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