Meringoff Wealth Management Group, LLC is a registered investment advisor that offers customized investment management and consulting services for individuals, high net worth individuals, trusts, estates, and retirement plans. Meringoff Wealth Management Group builds personalized portfolios primarily using low-cost, diversified mutual funds and exchange-traded funds, alongside individual stocks and bonds when appropriate. The firm takes a long-term approach to investing while continuously monitoring portfolios and rebalancing as needed to match each client's specific financial goals, time horizon, and risk tolerance. In addition to portfolio management, Meringoff Wealth Management Group may provide general financial planning advice as part of its overarching investment management services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range from 0.50% to 1.50% depending on the size and complexity of the client relationship, and fees may be negotiable.