Mertz Capital offers investment advice and financial planning consulting services. Investment advice includes reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Financial planning includes risk assessment, investment planning, estate planning, financial organization, and financial decision making. Mertz provides both discretionary and non-discretionary investment advisory services.
Assets Under Management$22M
Clients22
Advisors1
Avg. per Client$1M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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