Independent wealth management since 2002
Meridian Advisors, LP is an SEC-registered investment adviser providing comprehensive wealth management services to individuals, families, and institutions in San Antonio and beyond. As fiduciaries, we are legally and ethically bound to act in your best interest at all times—a commitment that distinguishes us from commission-based advisors.
Our independent structure and transparent fee arrangement eliminate conflicts of interest and ensure complete alignment with your financial objectives. We provide continuous monitoring of client accounts and work collaboratively with clients to develop sophisticated investment strategies tailored to complex financial circumstances, multigenerational wealth transfer goals, and institutional-level risk management.
We serve a select group of clients who value personalized attention, institutional-quality investment management, and direct access to experienced professionals. This focused approach allows us to deliver the boutique service and strategic depth our clients expect.
Institutional-quality wealth management tailored to your needs
We prepare a comprehensive Investment Policy Statement reflecting your financial circumstances, goals, and risk tolerance to guide all investment decisions.
We assist you in choosing an appropriate investment strategy and building a diversified portfolio using stocks, bonds, and carefully selected mutual funds.
As part of our standard services, we provide ongoing monitoring of client accounts to ensure your portfolio remains aligned with your objectives.
When appropriate, we assist in the search for and selection of third-party asset managers to complement your investment strategy.
In certain cases, we provide additional tax consulting and compliance services to help optimize your overall financial strategy.
We operate under a fiduciary standard, meaning we are required to act in your best interest and put your needs ahead of our own.
Our Approach: We manage accounts on a non-discretionary basis, ensuring you retain complete control and transparency. You pre-approve each investment transaction we recommend, combining professional expertise with your ultimate decision-making authority. We primarily recommend stocks, bonds, and mutual funds to construct sophisticated, tax-efficient portfolios.
Account Minimums: We require a $5 million minimum account size, though this may be negotiable under certain circumstances. We may group certain related client accounts for the purpose of achieving the minimum account size.
Investment advisory services involve risk. Please review our Form CRS and Form ADV for important disclosures about our services, fees, conflicts of interest, and brokerage practices.
What sets us apart
As a completely independent firm, we maintain zero affiliations with broker-dealers, insurance companies, or investment product vendors. Our recommendations are based exclusively on your best interest—never influenced by commissions, sales quotas, or proprietary products.
We charge a transparent quarterly fee based on assets under management. Our investment advisory fees are separate from any optional tax preparation or accounting services. No commissions on investment products. Our compensation rises only when your portfolio grows—complete alignment with your financial success.
We are registered with the U.S. Securities and Exchange Commission and legally bound to the highest fiduciary standard. Unlike broker-dealers held to a lower "suitability" standard, we are required by law to act in your best interest at all times.
Our investment focus includes corporate debt, mutual funds, municipal securities, and for qualified investors: real estate partnerships, oil and gas partnerships, and private equity arrangements. We provide institutional-quality portfolio construction typically reserved for endowments and pension funds. Client accounts are custodied primarily at RBC Capital Markets.