Meriwether Wealth & Planning offers personalized investment advice and financial planning services. They manage investment portfolios based on your goals and risk tolerance. They also offer financial planning services, which can range from comprehensive plans to single-subject consultations. Additionally, they provide pension consulting services to employee benefit plans.
Assets Under Management$260M
Clients562
Advisors5
Avg. per Client$470K
Avg. per Advisor$53M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.70% |
Fees are negotiable. For accounts custodied at SEI, total client fees due to Meriwether Wealth & Planning will not exceed 1.40% of the value of your portfolio.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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