Merino Wealth Management provides personalized investment management, ongoing comprehensive financial planning, and project-based financial planning for individuals and families. Merino Wealth Management builds tailored investment portfolios based on each client's specific financial goals, risk tolerance, and tax considerations. For clients seeking broader guidance, Merino Wealth Management offers ongoing financial planning that covers net worth tracking, cash flow analysis, employee benefits, retirement planning, insurance, investments, college savings, tax planning, and estate planning. Additionally, Merino Wealth Management provides project-based planning for clients who want to address specific financial questions. Merino Wealth Management operates as a fiduciary, meaning the firm is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable and prorated monthly in arrears. Total fees including outside managers will not exceed 3% per year.