Assets Under Management
$49.9M
Number of Clients
102
Number of Advisors
1
Average Client AUM
$489K
AUM per Advisor
$49.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Merino Wealth Management manages tailored investment portfolios and offers ongoing comprehensive financial planning. They work with clients to establish financial goals and values, providing analysis in areas like net worth, cash flow, retirement, insurance, investments, college, tax, and estate planning. They also offer Flourish Cash, an online cash management solution.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
The annual fees are negotiable.
2700 Patriot Boulevard, Suite 250, Glenview, IL, 60026