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Maitram Merkt

20 Years of Experience
Los Angeles, CA
1 DisclosureBroker

Maitram Merkt is a registered investment advisor at Allspring Funds Management, LLC, based in Los Angeles, CA, with 20 years of industry experience. Maitram operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,065 clients with $320B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
86 advisors
Number of Clients
12,065 clients
Average Client Portfolio
$26.4M average
Assets Under Management
$318.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Allspring Funds Management negotiates investment advisory fees with each managed account program sponsor. These fees generally range from 0.07% to 0.75% of the value of the client's assets managed. The total annual fees charged by sponsors generally include Allspring's fee. Fees are generally payable quarterly based on the calendar quarter-end market value. Clients also pay the fees and expenses of the underlying investments.

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Location

Los Angeles, CA

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History

Regulatory History (1)
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Criminal
January 2005
Final Disposition
Other Business Activities

Maitram is on the Parent Association Executive Board for Hollywood Schoolhouse and assists with community events. Maitram also owns rental properties through the Merkt Family Trust and an LLC, spending minimal time coordinating with property managers and accepting payments.

Employment History
Current Registrations
Allspring Funds Management, LLC
December 2016 - Present · 9 yrs 5 mos
Allspring Funds Distributor, LLC
July 2010 - Present · 15 yrs 10 mos
Allspring Funds Distributor, LLCBroker
July 2010 - Present · 15 yrs 10 mos
Previous Registrations
Wells Fargo Funds Management, LLC
July 2010 - December 2014 · 4 yrs 5 mos
Wells Fargo Investments, LLC
March 2006 - June 2010 · 4 yrs 3 mos
Wells Fargo Investments, LLCBroker
October 2005 - June 2010 · 4 yrs 8 mos
State Registrations52 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.