MERIDIAN WEALTH MANAGEMENT LLC
Understanding SEC Peer Groups
A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.
SEC Peer Benchmark Details
PEER GROUP AVERAGE
|Percentage of AUM||Yes||337 Firms||Yes|
|Hourly Charges||No||210 Firms||Yes|
|Subscription Fees||No||343 Firms||No|
|Fixed Fees||Yes||180 Firms||No|
|Performance Based Fees||No||243 Firms||No|
Advisor Transition Management Platform
With TrueRecruit, we seek to help enterprises identify prospects, standardize the information collection process, and leverage data to inform offers.
TruePerformance Indices and KPIs make up the industry’s first ever business health record to be leveraged for practice management and during key transitional moments.
TrueContinuity is a secure emergency continuity vault where financial advisory firms can easily store designated continuity contacts, additional key contacts, documents, and tech stack information.
TrueMatch supports advisors planning succession or growth through M&A to find perfect opportunities.
Contact Truelytics Today!
Truelytics' Advisor Transition Management Platform is the first end-to-end data-driven system to help RIAs attract, grow, and retain advisory businesses while also reducing the costs related to transitions.