Fee types charged by Vivaldi Capital Management Lp most likely include asset-based, fixed and performance-based fees. The advisory firm offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars.įinancial management fee schedules largely are based on the services provided. Of its 5,505 client accounts, 68% are associated with high-net-worth clients who have at least $1 million in assets available to invest. It administers $3 billion in assets under management across its 5,505 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The investment advisory business has offices in four locations and a total of 50 employees. Vivaldi Capital Management Lp is a company operating in Chicago, Illinois. Meacham has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California. The advisor has gained experience at Cornerstone Wealth Management, LLC and Vivaldi Capital Management, LLC.
Meacham is an employee of Vivaldi Capital Management Lp. Chris Meacham is a personal financial specialist who works in Chicago, Illinois, who has 23 years of professional experience.
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