Meeder Public Funds, Inc

CRD#106816
Investment Advisor Firm

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Learn more about Meeder Public Funds, Inc

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Meeder Public Funds, Inc is located at 6125 Memorial Drive, Dublin, OH. The firm employs 32 financial advisors to manage client portfolios and provide financial guidance. Meeder Public Funds, Inc is not a registered broker-dealer.

    Meeder Public Funds, Inc oversees $54.6 billion in assets under management across 741 accounts, of which 537 are discretionary and 204 are non-discretionary. The services offered include portfolio management for pooled investment vehicles, portfolio management for institutional clients, educational seminars, and other services. The firm caters to pooled investment vehicles and state or municipal government entities, with state or municipal government entities being the largest client type by accounts. The fee structure at Meeder Public Funds, Inc includes asset-based, hourly, and fixed fees. The firm maintains affiliations with a broker-dealer or securities dealer, an insurance company or agency, and a commodity pool advisor.

    Meeder Public Funds, Inc is registered in the states of Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Indiana, Kentucky, Louisiana, Maine, Michigan, Minnesota, Missouri, Nevada, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.

    Assets Under Management

    $54.6 billion

    Number of Advisors

    32

    Disclosures

    No

    Office Location

    6125 Memorial Drive
    Dublin, OH 43017

    Meeder Public Funds, Inc by the Numbers

    Total Assets Under Management

    $54.6 billion

    National Average: $8.6 billion
    Total Number of Employees

    48

    National Average: 64
    Total Number of Accounts

    741

    National Average: 375,227
    Average Account Size

    $73.6 million

    National Average: $23.0 thousand
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    Products and Services

    Meeder Public Funds, Inc provides a number of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, educational seminars, and other services. Notably, Meeder Public Funds, Inc did not provide financial planning services to any of its clients in the prior fiscal year. The Firm is not engaged in selling products or offering services other than investment advice to its investment advisory customers.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial advice usually vary depending on which services are offered. Fees charged by Meeder Public Funds, Inc can include any combination of the following fee structures: asset-based, hourly, or fixed.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It works with pooled investment vehicles and state or municipal government entities. Out of its 2 clients, Meeder Public Funds, Inc's biggest client group by number of accounts is state or municipal government entities.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Meeder Public Funds, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Meeder Public Funds, Inc

    Gregory Balls
    Dublin, OH
    Scott Gruber
    Dublin, OH
    Riley Littlefield
    Dublin, OH
    Jason Headings
    Dublin, OH
    Benjamin Sehy
    Dublin, OH
    Tonya Dazzio
    Las Vegas, NV
    Richard Phillips
    Las Vegas, NV
    Nick Vaccari
    Long Beach, CA
    Eileen Stanic
    Dublin, OH

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    The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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