EXPLORE SERVICES & PRICING
*** At this time we are only taking on new clients who engage in both financial planning and asset management. ***
Comprehensive Planning with Investment Management
Starting at
$4000/yr *
+ 1%of Merino Wealth acct value
$1000 Enrollment Fee
Comprehensive Financial Analysis
Financial and Life Goal Prioritization
Net Worth Evaluation
Cash Flow Assessment
Employer Benefits Review
Personalized Savings Strategies
Protection Planning
Tax Planning Diversification Advice
Holistic Portfolio Review
Financial Analysis of Career Transitions
Retirement Planning Projections
Education Funding Strategies
Two Client Review Meetings Per Year
Two Email Check-ins Per Year
Ongoing Access to the Merino Wealth Team
Personalized Portfolio Recommendations
Account Consolidation Advice
Account Establishment Guidance
Coordination with Contra Firms
Tax Planning Advice on Transactions
Streamlined Deposits and Withdrawals
Recommendations on Liquidations and “In Kind” Transfers
Online Account Access
Advanced Planning with Investment Management
Starting at
$4000/yr *
+ 1%of Merino Wealth acct value
$1500 Enrollment Fee
All of the services offered under Comprehensive Planning, plus
Business Financial Planning
Advanced Tax Planning Techniques
Executive Benefits Assessment
Joint meetings with your accounting, tax, and legal counsel
Advanced distribution strategies
Planning for “out-of-the-box” goals such as a business purchase, early retirement, or extended career break
Investment Management Services with Ongoing Financial Planning Our standard advisory fee is based on the market value of the assets under management and is calculated as follows:
| Account Value | Annual Advisory Fee |
|---|---|
| $0 - $99,999 | 1.50% |
| $100,000 - $249,999 | 1.25% |
| $250,000 - $999,999 | 1.00% |
| $1,000,000 - $1,999,999 (Household) | 1.00% |
| $2,000,000+ (Household) | 0.75% |