Leslie Merrithew is a CFP-designated registered investment advisor at Merrithew & Thorsten, INC., based in San Diego, CA, with 13 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 125 clients with $160M 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Assets in 401(k), 401(a), 403(b) and Deferred Compensation plans outside of SSG will be billed at one-half of the above rates unless set up of a new plan is involved. Fees are negotiable.
Fee Estimator
Contact
Leslie Merrithew
Location
9820 Willow Creek Road, Suite 200, San Diego, CA, 92131
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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
Merrithew & Thorsten, INC.
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.
Exams
Additional Information
We are also Enrolled Agents, We are enrolled to practice before the IRS and FTB. We handle all personal as well as business tax planning, and prepartaion of returns for our clients. We also have an Estate Planning Attorney on Staff to assist in all legal aspects of Comprehensive Financal Planning.