Meringoff Wealth Management Group offers customized investment advice to individuals, high net worth individuals, trusts, estates, and pension & profit sharing plans. MWMG works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio allocation. MWMG constructs portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks and bonds.
Fee Structure
Meringoff Wealth Management Group's investment advisory fees range from 0.50% to 1.50% of your portfolio's value each year, depending on the size and complexity of your account. Fees are calculated at the end of each quarter and deducted from your account. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Fees may be negotiable.