Meris Collier
Meris Collier is a CFP-designated registered investment advisor at Axxcess Wealth Management, LLC, based in Carlsbad, CA, with 19 years of industry experience. Meris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8,726 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axxcess Wealth Management's fees for wealth management and customized portfolio platform services range from 0.15% to 2.00% annually, based on the value of your investments. The firm also offers sleeve manager strategy services with fees ranging from 0.08% to 1.25% annually. Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship with the firm. Fees may be negotiable.
Location
6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011
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Regulatory History (1)
Customer Dispute
April 2018Other Business ActivitiesSells Insurance
Meris operates Collier Sustainable Wealth Management as an investment advisory business and also works as an independent insurance agent since 2007, dedicating minimal time to insurance sales. Additionally, Meris works as a money coach, spending a few hours per week providing pro-bono coaching.
Employment History
Current Registrations
Axxcess Wealth Management, LLC
Previous Registrations
Arete Wealth Management, LLCBroker
Tessera Capital Partners, LLCBroker
Axxcess Wealth Management, LLC
Securities America, INC.Broker
Arbor Point Advisors
Securities America Advisors, INC.
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Collier
Sagepoint Financial, INC.Broker
State Registrations2 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.