Sarah Ashley
Meredith

Abel Hall, LLC

CRD#7653114
Investment Advisor
in Baton Rouge, LA

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About this Advisor

Sarah Ashley Meredith is a financial advisor based in Baton Rouge, Louisiana, working with Abel Hall, LLC. Sarah has previously held positions at Abel Hall LLC and Taylor Porter Brooks & Phillips Llp. Sarah has passed the Series 65 regulatory exam and is registered to provide services in Louisiana. Currently, Sarah is part of Abel Hall, LLC, which operates out of Baton Rouge, Louisiana. The firm has 7 employees and manages assets totaling $327.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Abel Hall, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9270 Siegen Lane Suite 202
Baton Rouge, LA 70810

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Abel Hall, LLC Brokerage Details

Total Assets Under Management

$327,307,709

LA Average: $486,181,852
Total Number of Employees

7

LA Average: 13
Total Number of Accounts

519

LA Average: 722
Average Account Size

$630,651

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Sarah Ashley Meredith Work History

2022 - Present (2 years)

Abel Hall LLC

2012 - 2022 (10 years)

Taylor Porter Brooks & Phillips Llp

Disclosures

Please visit the SEC profile of Sarah Ashley Meredith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Abel Hall, LLC

Andrew Miller
Baton Rouge, LA
John Ellender
Baton Rouge, LA
Catherine Hodson
Baton Rouge, LA
Andrew Hall
Baton Rouge, LA
Sarah Ashley Meredith
Baton Rouge, LA
Leo Abel
Baton Rouge, LA

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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