MERITAGE WEALTH ADVISORY, LLC

Description

How does the advisor help clients – Key Takeaways:

Provides financial expertise and guidance without stating as a financial expert
Expertise in wealth management and investment strategies
Offers personalized financial plans to meet the unique needs and goals of clients
Collaborative approach to decision making, keeping the client’s best interest in mind

Facts and Insights:

MERITAGE WEALTH ADVISORY, LLC is a financial advisory firm that specializes in providing comprehensive wealth management services to individuals and businesses. They have a team of experienced advisors who are committed to helping clients achieve their financial goals.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management	Number of Advisors	Time in Business
$500 million	10	15 years

Financial Services Offered:

Investment management
Retirement planning
Estate planning
Tax planning
Insurance planning
College funding

Client Types:

High net worth individuals
Small business owners
Retirees
Professionals

Fees & Compensation:

MERITAGE WEALTH ADVISORY, LLC charges a percentage of assets under management as their fee, typically ranging from 0.5% to 2%, depending on the complexity of the client’s financial situation. They also offer hourly consulting and project-based fees for specific financial planning needs. The firm abides by a fiduciary standard, always putting the client’s best interest first.

Background:

MERITAGE WEALTH ADVISORY, LLC was founded in 2006 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. The firm has grown to become one of the most reputable wealth management firms in the area, known for their expertise, personalized approach, and commitment to ethical and transparent practices. They have been featured in various financial publications and have received numerous awards and accolades for their services.

MERITAGE WEALTH ADVISORY, LLC