Meddent Solutions

Overview

Meddent Solutions is an independent RIA organized as a limited liability company that serves individual and family clients. The firm operates as a capital allocator, sourcing and placing client capital with external managers in addition to providing direct advisory services. Its client-facing work centers on financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars and workshops. Fee arrangements include both percentage-of-AUM pricing and fixed fees. The firm is not identified on its snapshot as an active ESG investor. The filing classifies it as a single adviser entity rather than a multi-state adviser, while also noting sponsorship and general partner roles in pooled investment vehicles.

Assets & Accounts

Investments & Alternatives