Meritis Wealth provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and businesses. Investment management involves creating a portfolio of low-cost, diversified mutual funds and exchange-traded funds (ETFs). Financial planning services cover investment planning, retirement planning, personal savings, education savings, and insurance needs. Meritis Wealth may also refer clients to other specialists like accountants and attorneys.
Assets Under Management$220M
Clients130
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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