Merit Wealth Management, LLC offers personalized investment management, financial planning, and consulting services to individuals, high-net-worth individuals, businesses, trusts, estates, and retirement plan participants. Merit Wealth Management uses a diversified approach to build and manage portfolios, combining active and passive investment strategies across various asset classes including stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. The firm tailors its services to each client's specific risk tolerance, financial goals, and time horizon. In addition to direct portfolio management, Merit Wealth Management provides standalone financial planning covering areas such as retirement projections, cash flow, and tax-efficient strategies. The firm also assists with pension consulting for employee benefit plans and can coordinate with third-party independent managers and sub-advisors when appropriate. Merit Wealth Management operates as a registered investment advisor and is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are assessed monthly in advance. The firm notes a minimum annual fee of $37,500, which may be waived or discounted at the firm's discretion.