Andrew Meringoff
Andrew Meringoff is a registered investment advisor at Meringoff Wealth Management Group, LLC, based in Rockville, MD, with 26 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 53 clients with $92M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range from 0.50% to 1.50% depending on the size and complexity of the client relationship, and fees may be negotiable.
Fee Estimator
Location
Rockville, MD
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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 →Other Business ActivitiesSells Insurance
Andrew is an independent insurance agent since 2003, but spends minimal time on this activity and is not actively selling insurance. This activity is investment-related.
Employment History
Current Registrations
Meringoff Wealth Management Group, LLC
Previous Registrations
Strategic Advisers, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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