Meritor Capital provides investment management and financial planning services. For investment management, they research investments and recommend third-party managers. Financial planning involves evaluating a client's financial situation and projecting future cash flows. They also offer investment consulting for clients who manage their own investments. Meritor Capital primarily serves clients through ongoing planning and investment management.
Assets Under Management$29M
Clients6
Advisors1
Avg. per Client$4.8M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.40% |
| $10M+ | 0.36% |
The advisory fee is normally calculated as a percentage (%) of the average daily market value during the quarter that the Client’s assets are managed by Meritor Capital. The fee schedule is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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