Ross Merenda is a registered investment advisor at Optima Trade & Investments, LLC, based in Wheeling, WV, with 11 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
OTI manages investment portfolios for a fee that ranges from 1% to 2% of the value of your portfolio each year. The exact fee is negotiable and depends on your financial situation and the services you need. The fee is calculated based on the value of your investments at the end of each quarter and is billed quarterly.
Location
80-12th Street, Suite 303, Wheeling, WV, 26003
Get directionsHistory
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
Optima Trade & Investments, LLC
State Registrations1 state
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.