Meritum Wealth Management offers investment management based on your goals, risk tolerance, and time horizon. They create a plan to help select a portfolio that fits your situation. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Meritum Wealth Management may use third-party investment advisors, money managers, and/or fund managers.
Assets Under Management$14M
Clients70
Advisors3
Avg. per Client$190K
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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