Meritor Capital offers ongoing investment management, financial planning, and investment consulting services. Meritor Capital works closely with clients to understand their financial goals, cash flow needs, and risk tolerance, creating a customized investment strategy using a mix of mutual funds, exchange-traded funds, separately managed accounts, and alternative investments. Meritor Capital typically focuses on long-term allocations and researches third-party managers to handle specific asset classes. In addition to portfolio management, Meritor Capital provides comprehensive financial planning covering cash flow, debt management, insurance, retirement, and tax strategies. The firm primarily serves individuals, high-net-worth families, trusts, and estates, requiring a minimum of $500,000 in assets for ongoing investment management relationships.
Fee Structure
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% |
Fees are negotiable at the firm's discretion.