Transparency and honesty are important.
As fiduciary advisors, we value honesty and believe that all information should be easily accessible. Below you will find simple answers to some of the most frequently asked questions we receive.
Do you have a minimum investment?
There is no minimum to become a client of ours. We believe everyone should have access to honest, unbiased, and professional advice, regardless of their net worth.
What are your fees?
Our standard service fee, which includes both financial planning and investment management, from our advisors, ranges from 0.65%-0.95% depending on size and complexity.
Do we have to meet in person?
We are committed to delivering our clients the services they need but also in the form they want. Whether it is meeting in person, over the phone, or over Zoom, we are here to help!
Is investing with Meritum Wealth safe?
Meritum Wealth Management does not directly hold, or have access to, clients’ assets.
Our firm utilizes Interactive Brokers as our third-party custodian. Interactive Brokers is a member of NYSE, FINRA, SIPC, and is regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission. Interactive Brokers serves over 2.43 million individual and institutional clients globally with over $373 billion in assets.
What licenses/designations do you hold?
Meritum Wealth Management is a Registered Investment Advisor (RIA) that is registered with FINRA. For more information about our firm, please use FINRA’s online BrokerCheck® tool.
All of our advisors have passed and currently hold their Series 65 - Uniform Investment Advisor Law Exam. In addition, some of our advisors hold additional designations, including the Certified Financial Fiduciary®, Certified Tax Specialist™, and Certified Annuity Specialist® designations.
How can I see and track my money?
To view account balances and investment performance, and access important documents, our clients get access to a digital dashboard through Interactive Brokers.
Clients will also have access to financial planning software where they will be able to track, in detail, their current progress toward their financial needs and goals.
How do I get started?
If you have any additional questions that are not answered here, or if you would like to speak with one of our advisors regarding your specific situation, please use the link in the section below to schedule a time that works best for you.
We can’t wait to speak with you soon!
Have questions or interested in working with us?
Click below to schedule a FREE call with one of our advisors!