Meritas Wealth Management provides personalized financial planning and investment management. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Meritas is a fee-only firm and does not sell commissioned products.
Assets Under Management$530M
Clients331
Advisors6
Avg. per Client$1.6M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
All fees are negotiable. Some accounts are under different fee schedules honoring prior agreements. Family accounts may be aggregated for the purpose of calculating the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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