Meristead Wealth manages investment portfolios for high-net-worth individuals and families, focusing on publicly traded stocks and bonds globally. The firm uses a top-down and bottom-up research approach, searching for value, special situations, and capital-efficient companies. Clients work with a dedicated investment advisor to build a custom portfolio aligned with their risk profile and goals. In addition to investment management, Meristead Wealth offers financial planning services covering retirement, education savings, and charitable giving. The firm also manages private credit funds for eligible investors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Rates apply to core strategies. Treasury strategy has a separate schedule (0.50% on the first $1M and 0.25% on amounts over $1M). Fees are charged monthly in arrears. Certain accounts may be grandfathered in at lower rates.