*** At this time we are only taking on new clients who engage in both financial planning and asset management. ***
At Merino Wealth we know that investing is an important part of your financial plan.
When we work together, we’ll review your entire portfolio and help you to transfer your accessible accounts to Merino Wealth. This is our area of expertise. Let us take this off your hands.
Our approach of financial planning with asset management works best for our clients. Some of the benefits include:
A fee-only model, enabling us to make our process efficient and tap into a wider range of opportunities to grow your wealth.
Our “hands on” approach to help make investing easier for you
A professional opinion on your current holdings
A “no question is considered stupid” policy
Proactive guidance on strategies that make sense for you
Education to help you understand what’s going on with your money
Alignment of your portfolio with your goals, values, and priorities
An investment philosophy focused on Socially Responsible and Low Cost investing
Through account consolidation at Merino Wealth, we’ll streamline your strategies and continue to build your wealth together. Our goal is to make the transfer process as simple as possible for you. We strive to be transparent with our fees with a primary management Asset Management fee schedule of:
1.5% annual management fee for accounts ranging from $0-$99,999
1.25% annual management fee for accounts ranging from $100K-$249,999
1% annual management fee for accounts above $250K
* Households with $1M+ at Merino Wealth pay 1% on all accounts.
**Households with $2M+ at Merino Wealth pay 0.75% on all accounts.
Learn more about our pricing HERE.