Merels Capital is a registered investment advisor that offers investment management and financial planning services. For investment management, Merels Capital creates a portfolio based on your goals, risk tolerance, and tax considerations. Financial planning includes help with business planning, cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement, risk management, and tax strategies. Merels Capital may use the Schwab model marketplace to select investment models.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Next $5,000,001 and above is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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