Meeder Asset Management, Inc

CRD#105794
Investment Advisor Firm

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Learn more about Meeder Asset Management, Inc

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

    • Overview

    Meeder Asset Management, Inc is located at 6125 Memorial Drive, Dublin, OH. The firm employs 15 financial advisors to manage client portfolios and provide financial guidance. Meeder Asset Management, Inc is not a registered broker-dealer.

    Meeder Asset Management, Inc oversees $2.4 billion in assets under management across 1,331 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 1 and 10 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The firm caters to retail investors, investment companies, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Meeder Asset Management, Inc includes asset-based and fixed fees. The firm maintains affiliations with a broker-dealer or securities dealer and an insurance company or agency.

    Meeder Asset Management, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin.

    Assets Under Management

    $2.4 billion

    Number of Advisors

    15

    Disclosures

    No

    Office Location

    6125 Memorial Drive
    Dublin, OH 43017

    Meeder Asset Management, Inc by the Numbers

    Total Assets Under Management

    $2.4 billion

    National Average: $8.6 billion
    Total Number of Employees

    33

    National Average: 64
    Total Number of Accounts

    1,331

    National Average: 375,227
    Average Account Size

    $1.8 million

    National Average: $23.0 thousand
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    Products and Services

    Meeder Asset Management, Inc offers a variety of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. In the prior financial year, Meeder Asset Management, Inc provided financial planning services to 45301 of its clients. It is engaged in selling products or offering services different than investment advisory services to its clients.

    Core Advisor Services

    • Offered by 31% of firms

      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.

    • Offered by 46% of firms

      Portfolio Management

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

    • Find a firm that offers this service

      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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    Fee Structure

    Financial advisory fees usually vary depending on the type of services offered. Fees billed by Meeder Asset Management, Inc can consist of any blend of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Meeder Asset Management, Inc.

    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 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 21% of firms that offer this fee type

      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.

    • 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

    The firm manages money for a number of different investors. The firm caters to retail investors, investment companies, pension plans, charitable organizations, and corporations. Out of its 5 clients, Meeder Asset Management, Inc's biggest client type by number of accounts is investment companies.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 97.67%
    • Corporations - 2.16%
    • Charitable Organizations - 0.17%

    * 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 Asset Management, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Meeder Asset Management, Inc

    John Click
    Dublin, OH
    Robert Meeder
    Dublin, OH

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