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 an advisory firm based in Dublin, Ohio. Meeder Asset Management, Inc controls $2.1 billion in total assets throughout 1,563 accounts, placing it among the largest firms in the United States by assets under management (AUM). It has a small team, including 12 financial advisors. Meeder Asset Management, Inc does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like bonds, stocks and options.

    Meeder Asset Management, Inc administers all of its client assets on a discretionary basis. Discretionary management means that a portfolio manager makes transaction judgments for the client's account without requiring client permission. The company administers roughly $1.4 million for every client account. The average financial advisor at Meeder Asset Management, Inc manages around 130 client accounts.

    The company's headquarters is located at 6125 Memorial Drive, Dublin, Ohio 43017. The firm is legally permitted to serve clients throughout 39 U.S. states and territories.

    Assets Under Management

    $2.1 billion

    Number of Advisors

    12

    Disclosures

    No

    Office Location

    6125 Memorial Drive
    Dublin, OH 43017

    Meeder Asset Management, Inc by the Numbers

    Total Assets Under Management

    $2.1 billion

    National Average: $8.6 billion
    Total Number of Employees

    36

    National Average: 64
    Total Number of Accounts

    1,563

    National Average: 375,227
    Average Account Size

    $1.4 million

    National Average: $23.0 thousand
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    Products and Services

    Meeder Asset Management, Inc offers multiple 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 past fiscal year, it provided financial planning services to 1-10 of its accounts. It does sell products or offer services other than investment advisory services to its customers. The company is affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer and insurance company or agency.

    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

    A financial advisor's fees largely vary depending on which service is provided. Fee types charged by the firm may include the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the company.

    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

    Meeder Asset Management, Inc works with a broad range of investors. It works with retail investors, investment companies, pension plans, charitable organizations and corporations. Out of its 1,563 customers, Meeder Asset Management, Inc's biggest client type by number of accounts is retail investors. None of the company's customers are represented by people from outside of the U.S.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 97.12%
    • Corporations - 2.63%
    • Charitable Organizations - 0.25%

    * 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

    Tricia Mcdermott
    Dublin, OH
    Aaron Adkins
    Dublin, OH
    John Click
    Dublin, OH
    John Miller
    Dublin, OH
    Ryan Johnson
    Dublin, OH
    Michael Saraullo
    Dublin, OH
    Robert Meeder
    Dublin, OH

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