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.
Assets Under Management$2.4B
Clients544
Advisors7
Avg. per Client$4.4M
Avg. per Advisor$350M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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