Meridian Wealth Advisors
Financial Advisor · RIA · Proventus dashboard
Total profit opportunities identified
$24,790
$10,875 in fees at risk from churn · $13,915 in new revenue opportunities
5
Open findings
$10,875
Fees at risk
$13,915
New revenue
5
Emails ready
Recent findings
Churn Risk
Robert & Susan Chen — No contact in 67 days, portfolio lagging benchmark by 5.2%
The Chens have $1.45M AUM and haven't been contacted since November 20th. Their YTD return of 6.2% is 5.2% below the S&P benchmark of 11.4%. This combination is the #1 predictor of client departure in the next 90 days.
$10,875
91% confidence
Fee Drift
Marcus Williams — $890K AUM on 0.85% tier, market rate is 0.95%
Marcus became a client in 2021 at $400K AUM. His portfolio has grown to $890K but his fee rate of 0.85% hasn't been reviewed since inception. Standard market rate for $750K-$1M AUM is 0.90-1.0%. A rate correction to 0.95% generates an additional $890/year.
$890
84% confidence
Prospect Resurrection
Diana Foster — Referred prospect, $650K AUM, dormant 5 months
Diana was referred by the Chen family in July 2024 with an estimated $650K to move. A proposal was sent but she's been unresponsive for 5 months. Q1 market volatility and the Fed's recent rate hold make this an ideal moment to re-engage with a market update.
$5,525
73% confidence
Cross-Sell Gap
Robert & Susan Chen — $2.1M net worth, no estate planning on record
The Chens have a household net worth of $2.1M and Mrs. Chen turns 60 next year — a key estate planning trigger. No estate planning or trust discussion is documented in their service record. This is a $3,000-5,000/year revenue opportunity and a service gap that leaves them exposed.
$4,000
88% confidence