Merkkuri Wealth Advisors provides investment management and financial planning services. They work with clients to understand their financial situation, goals, and risk tolerance before making investment recommendations. Client portfolios typically include a mix of individual stocks, mutual funds, bonds, and exchange-traded funds. Merkkuri Wealth may use third-party managers to provide clients with certain strategies or asset allocations. Financial planning services are offered independently of investment management.
Fee Structure
Merkkuri Wealth charges a percentage of your portfolio each year for investment management services. The specific percentage is negotiable based on various factors, including the advisor representative, client type, complexity, account composition, potential for deposits, client relationship, and total assets managed. Fees are billed monthly based on the average daily balance of your account. The firm may use third-party investment managers.