Merrithew & Thorsten offers financial planning and investment management services. They focus on building long-term relationships with clients, primarily professionals near retirement or experiencing life transitions. Merrithew & Thorsten distinguishes itself through its fee-only compensation and holistic approach, integrating tax, estate, and insurance planning with investment decisions. They aim to minimize conflicts of interest and provide tailored plans that evolve with the client's needs.
Assets Under Management$160M
Clients125
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Assets in 401(k), 401(a), 403(b) and Deferred Compensation plans outside of SSG will be billed at one-half of the above rates unless set up of a new plan is involved. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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