Meritage Wealth Advisory works with clients to define financial objectives and develop strategies to reach those objectives. This includes investment supervision to align your portfolio with your goals and risk tolerance. They coordinate with other professional advisors as needed. Meritage Wealth Advisory is legally required to act in your best interest and avoid conflicts of interest.
Assets Under Management$53M
Clients40
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$53M
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Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.25% to 1.5%, generally declining as asset levels increase. Minimum annual fee is $3,500. Lower fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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