Merino Wealth Management manages investment portfolios based on clients' individual needs and goals. They also offer ongoing financial planning services, where a planner works with clients to develop and implement a financial plan covering areas like retirement, insurance, investments, and taxes. Clients can specify restrictions on their accounts. MWM may use third-party managers for portfolio management.
Assets Under Management$50M
Clients102
Advisors1
Avg. per Client$490K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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