Allmerits Asset, LLC offers portfolio management on a discretionary basis, creating customized portfolios using model portfolios or investment strategies offered through sub-advisers or platform providers. Allmerits recommends sub-advisers and platforms like Charles Schwab, Synergy Asset Management, Assetmark Wealth Solutions, and Betterment Advisor Solutions. Allmerits also offers financial consulting services on specific financial topics. Allmerits tailors its services to individual needs and objectives.
Fee Structure
Allmerits Asset charges a percentage of your portfolio each year, with a maximum fee of 1.00%. This fee is billed quarterly, in advance, and is negotiable based on the size of your account and the services provided. If Allmerits uses a sub-adviser, their fee is generally separate and will be disclosed to you. When using Betterment, their fee is included in Allmerits' management fee.