Mergim Elezi is a registered investment advisor at Adriatic Wealth Management LLC, based in Norwalk, CT, with 12 years of industry experience. Mergim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22 clients with $2.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
14 Betmarlea Rd, Norwalk, CT, 06850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Adriatic Wealth Management LLC
Previous Registrations
Adriatic Wealth Management LLC
Westpark Capital, INC.
Westpark Capital, INC.Broker
Citigroup Global Markets INC.Broker
State Registrations2 states
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