Merit Wealth offers investment management, financial planning, and consulting services. Merit manages investments on a discretionary basis and provides financial planning services to help clients manage their financial resources. Financial plans are based on the client's financial situation and goals. Merit may also select independent managers to manage client assets.
Assets Under Management$220M
Clients264
Advisors4
Avg. per Client$820K
Avg. per Advisor$54M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$37,500
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% |
May include a minimum annual fee of $37,500 which may be waived or discounted at the Firm’s discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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