Meadowbrook Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Meadowbrook Asset Management provides investment advisory and financial planning services oriented toward pooled vehicles, institutional clients, and small-business plan sponsors, including portfolio management, investment consultation for held-away accounts, and broad financial planning. The firm also offers retirement and employee-benefit advice and conducts plan-level work for sponsors as part of its service set.
Its investment approach blends active management, Modern Portfolio Theory, Core+Satellite and value-oriented strategies, using fundamental, technical and cyclical analysis alongside tax-conscious techniques; accounts may be managed on a discretionary or non-discretionary basis. Like many investment managers, Meadowbrook charges asset-based fees for portfolio management, but it also offers hourly financial planning engagements—an uncommon fee mix for firms in this category.
Noteworthy differences from many peers include explicit pension consulting and retirement-plan services (delivered on both ERISA §3(38) discretionary and §3(21) non‑discretionary bases) and assistance to plan sponsors, a capability relatively rare among investment-manager firms. The brochure also discloses no reportable client assets at the most recent fiscal year-end and that the firm’s principal maintains a separate full‑time financial-analyst role, details prospective clients may consider when assessing capacity and availability.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Cash flow / budgeting
Debt management
Retirement income strategy
Social Security optimization
Divorce financial planning
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.75% annually $1,000,001 - $5,000,000: 0.50% annually $5,000,001 - Above: 0.35% annually
$150 per hour
Main office location
Meadowbrook Asset Management, LLC
Rochester MI, United States
Number of offices
1
Most active in
Meadowbrook Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")