Meritage Wealth Management (MWM) is a fee-only firm that provides financial planning and investment management services. MWM develops investment plans based on individual client needs and manages portfolios accordingly. Financial planning is offered on a complimentary basis for investment management clients. MWM may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$39M
Clients50
Advisors1
Avg. per Client$780K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.50% |
The above fee schedule includes LPL’s Program Fee. At no point will Client be charged a combined fee exceeding 3% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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