Meritage Wealth Management provides personalized investment management and financial planning services for individuals and high-net-worth clients. Meritage Wealth Management builds customized investment portfolios using passive strategies and Modern Portfolio Theory, focusing on index funds and exchange-traded funds. In addition to managing portfolios, Meritage Wealth Management offers comprehensive financial planning covering retirement, taxes, estate planning, risk management, college savings, and cash flow. Estate planning document facilitation is also available through a partnership with an online platform. Meritage Wealth Management operates as a fee-only firm, meaning they are compensated directly by clients and do not accept commissions for selling financial products.
Fee Structure
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% |
Fees are negotiable. The schedule includes program fees charged by LPL Financial.
