“MVP” and "Meridian Venture Partners" refers to Meridian Venture Partners Inc. and its separate, affiliated subsidiaries. Meridian Venture Partners Inc. is an investment adviser registered with the U.S. Securities & Exchange Commission, offering investment advisory products and services exclusively to Members with an active Subscription. Learn more about Meridian Venture Partners in our Form CRS.
This information is provided by MVP for educational and illustrative purposes only and is not considered an offer, solicitation of an offer, advice, or recommendation to buy, sell, or hold any security. All investing involves risk, including the risk of losing the money you invest, and past performance does not guarantee future performance. Rebalancing cannot assure a profit or protect against loss in a declining market. MVP relies on information from various sources believed to be reliable, including information from its Members, Clients, and other third parties, but cannot guarantee the accuracy or completeness of that information.
MVP is a financial technology company, not a bank. Deposit accounts provided by Altruist Cash Reserve, Member FDIC. Funds in the bank accounts are insured for up to $2,000,000 per depositor, depending on the ownership category. Interest rates are variable and subject to change at any time. These rates are current as of November 18, 2024.
¹ The people in these videos are real MVP Members who were paid in cash for their time and participation in this series. We think that is fair. Each testimonial reflects the individual Member's experience as an advisory Client and is not intended to represent any other Member's or Client's experience. We believe in the integrity of this approach and that, outside the conflict of interest present due to compensation, no other conflicts apply to these testimonials. These Client testimonials were given in December 2024, represent the opinions of each Member at that time, and may have been edited for brevity and clarity.
² Cost of traditional advisory firms sourced from The Kitces Report, Volume 2, 2022, Figure 61. Distribution Of Typical Annual Retainer Fee.
*Posted to the FDIC.gov website as the average national deposit rate on savings in the top left cell of the rate table, as of July 18, 2024.
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