Jennifer Bahi is a CFP-designated registered investment advisor at Meritas Wealth Management, LLC, based in San Rafael, CA, with 3 years of industry experience. Jennifer 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, Insurance Planning, and 3 more. Their firm serves 331 clients with $530M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
All fees are negotiable. Some accounts are under different fee schedules honoring prior agreements. Family accounts may be aggregated for the purpose of calculating the advisory fee.
Fee Estimator
Location
3950 Civic Center Drive, Suite 210, San Rafael, CA, 94903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Meritas Wealth Management, LLC
State Registrations2 states
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