In onboarding
Margaret Liu
Retirement planning, wealth preservation, tax-efficient income. Meridian will use the standard advisory packet to turn this household into an active client.
Estimated annual advisory fee
$18,250
Effective rate 0.87% on $2,100,000 AUM
Assets under management
$2,100,000
Current household asset base
Risk profile
Moderate Growth
Used to align the advisory mandate
Packet progress
0/3 signed
Three documents required before activation
Relationship overview
- Advisory relationship
- Discretionary investment management for long-term household planning.
- Investment goals
- Retirement planning, wealth preservation, tax-efficient income
- Fee structure
- 1.00% on the first $1M, then 0.75% above that threshold.
Fee schedule
First $1,000,000
1.00%
Over $1,000,000
0.75%
Effective rate on $2,100,000
0.87%
Onboarding packet
The household becomes active only after the packet is sent and every document is signed in sequence.
Document 1
Investment Management Agreement (IMA)
Ready for the signer right now
Next
Document 2
Fee Acknowledgment
Unlocks after the prior document is complete
Locked
Document 3
ADV Part 2 Disclosure
Unlocks after the prior document is complete
Locked