Laryssa Freeman is a CFP-designated registered investment advisor at Meritage Wealth Management, based in Carlsbad, CA, with 26 years of industry experience. Laryssa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 50 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.50% |
The above fee schedule includes LPL’s Program Fee. At no point will Client be charged a combined fee exceeding 3% of assets under management.
Fee Estimator
Contact
Laryssa Freeman
Location
5857 Owens Avenue, Suite 300, Carlsbad, CA, 92008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Meritage Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams