Merited Wealth provides investment management services by creating a portfolio strategy based on client goals, risk tolerance, and financial situation. They primarily use exchange-traded equities, diversified mutual funds, and exchange-traded funds. Merited Wealth also offers financial planning services covering investment planning, retirement planning, tax planning, and estate planning. These services can be provided on an hourly or flat-fee basis.
Fee Structure
Merited Wealth charges up to 2.0% of the value of your portfolio annually. The exact percentage may be structured as a straight percentage or on a tiered basis, with a reduced percentage rate based on reaching certain thresholds. Fees are collected quarterly, in advance. You can terminate your account at any time and receive a pro-rata refund of any unearned fees.