Jessica Merino is a CFP-designated registered investment advisor at Merino Wealth Management, based in Glenview, IL, with 22 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 88 clients with $47M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable and prorated monthly in arrears. Total fees including outside managers will not exceed 3% per year.
Fee Estimator
Contact
Jessica Merino
Location
2700 Patriot Boulevard, Suite 250, Glenview, IL, 60026
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
Merino Wealth Management
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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
More Advisors
- Ryan Hass, CFPRf&l Wealth Management, LLC
- Gary Klaben, ChFCCoyle
- Adam Blonsky, CFPCoyle
- John Finley, CFACoyle
- Swami Nathan, CFA, CFPThreshold Wealth Advisors LLC
- Scott Wiesner, CFP, PFSBlue Bison Investments