Laryssa Freeman is a CFP-designated registered investment advisor at Meritage Wealth Management, based in Tamarack, ID, with 27 years of industry experience. Laryssa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 49 clients with $50M 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 $3.0M | 1.25% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.50% |
Fees are negotiable. The schedule includes program fees charged by LPL Financial.
Fee Estimator
Contact
Laryssa Freeman
Location
Tamarack, ID
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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
Meritage Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
State Registrations3 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