Meritage Portfolio Management, INC.
Assets Under Management
$2.4B
Number of Clients
544
Number of Advisors
7
Avg. Portfolio per Client
$4.4M
Avg. Managed per Advisor
$345.2M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Meritage Portfolio Management offers investment management services on a discretionary basis to individuals, families, and institutions. Meritage also provides subadvisor investment advisory services for collective and common trust funds. Meritage offers asset allocation advice and general investment planning reviews. Meritage is a fee-only investment management firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Fees can vary among accounts based on investment objectives and/or portfolio size and can also be negotiated based on other factors such as private relationships versus larger institutional relationships.
Fee Estimator
Areas of Practice
Location
7500 College Blvd, Suite 1212, Overland Park, KS, 66210