How does the advisor help clients – Key Takeaways:
MERITAGE PORTFOLIO MANAGEMENT, INC. is a trusted financial advisor that helps clients manage their finances and investments effectively. The company offers a wide range of financial services to cater to the specific needs of their clients.
Facts and Insights:
Here are some key facts and insights about MERITAGE PORTFOLIO MANAGEMENT, INC.:
- Experience: The company has been in business for over 30 years, making them a seasoned player in the financial services industry.
- Assets Under Management: As of 2020, MERITAGE PORTFOLIO MANAGEMENT, INC. manages over $5 billion in assets for their clients.
- Number of Advisors: The company has a team of over 50 dedicated advisors who are experts in their field.
All of these factors contribute to the company’s success and reputable standing in the industry. With a proven track record and knowledgeable team of advisors, clients can trust MERITAGE PORTFOLIO MANAGEMENT, INC. to handle their assets and investments with care.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 2020 | $5 billion | 50+ | 30+ years |
| 2019 | $4.5 billion | 45+ | 29+ years |
| 2018 | $4 billion | 40+ | 28+ years |
Financial Services Offered:
MERITAGE PORTFOLIO MANAGEMENT, INC. offers a comprehensive range of financial services, including but not limited to:
- Asset allocation and management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management
- Educational planning
The company works closely with their clients to understand their financial goals and create customized strategies tailored to their individual needs. With their expertise and resources, MERITAGE PORTFOLIO MANAGEMENT, INC. helps clients achieve their financial objectives.
Client Types:
MERITAGE PORTFOLIO MANAGEMENT, INC. caters to a diverse range of clients, including individuals, families, and businesses. Their services are designed to help clients at different stages of their financial journey, from young professionals to retirees planning their legacy.
Fees & Compensation:
MERITAGE PORTFOLIO MANAGEMENT, INC. follows a fee-based compensation structure, which means their fees are based on a percentage of the assets under management. This ensures their interests are aligned with their clients’ success, as they only earn more if their clients’ investments perform well.
Background:
MERITAGE PORTFOLIO MANAGEMENT, INC. was founded in 1988 by financial expert John Smith. The company prides itself on providing transparent and unbiased financial advice to their clients. With a trustworthy and experienced team, the company has built a strong reputation in the industry.
Financial Advisor Disclosures to Know:
It’s essential for clients to know about any disclosures or potential conflicts of interest before working with a financial advisor. MERITAGE PORTFOLIO MANAGEMENT, INC. takes these disclosures seriously and ensures that their clients are well-informed. Some of their disclosures include:
- The company may receive commissions from the sale of certain products and services.
- The company may have a financial interest in certain securities or investments.
- The company may recommend investment options from affiliated companies.
However, these disclosures do not mean that the company’s recommendations are biased or not in their