Advisor at Meridian Financial Partners LLC
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Firm
Meridian Financial Partners LLC
Location
Warrenton, VA 20186
Credentials
CFP®, Series 65
Industry experience
17 years
Sarah Yakel is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with Meridian Financial Partners LLC since 2015, where she is part of a four-advisor team based in Warrenton, VA. Meridian Financial Partners LLC provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation as the primary driver of returns and manages client portfolios predominantly on a discretionary basis.
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
$300 per hour for projects outside scope of ongoing financial planning
Account minimum: $250,000 (subject to discretion to waive) Minimum fee: $3,000 minimum annual fee per household
39 South 4 Th Street
Warrenton, VA 20186
Texas · Virginia
Meridian Financial Partners, LLC
2015 - Present (11 years)
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