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How does the advisor help clients – Key Takeaways:
MERRITHEW & THORSTEN, INC. provides a wide range of financial services to clients, offering expertise and personalized solutions to help them achieve their goals and secure their financial future. Through strategic planning and ongoing support, the advisors at MERRITHEW & THORSTEN, INC. guide their clients towards financial success.
Facts and Insights
MERRITHEW & THORSTEN, INC. was founded in 2005 by partners Jane Merrithew and John Thorsten, both highly experienced and knowledgeable in the financial industry. The firm currently has $500 million in assets under management and employs 10 dedicated advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
MERRITHEW & THORSTEN, INC. offers a range of financial services to clients, including investment management, retirement planning, tax planning, and estate planning. Their advisors have extensive knowledge and experience in these areas, allowing them to provide comprehensive and customized solutions to meet the specific needs and goals of each client.
Client Types
The firm works with a diverse range of clients, including high net worth individuals, families, and small businesses. They understand that each client has unique financial needs and goals, and their advisors work closely with them to develop tailored strategies and solutions.
Fees & Compensation
MERRITHEW & THORSTEN, INC. operates on a fee-only basis, meaning they do not receive commissions or compensation from product sales. This ensures that their advice is always in the best interest of their clients, without any conflicts of interest. Fees are based on a percentage of assets under management, allowing the advisors to align their interests with those of their clients.
Background
The advisors at MERRITHEW & THORSTEN, INC. have extensive industry experience and are dedicated to staying current on market trends and changing regulations. They also prioritize building strong relationships with their clients and providing exceptional customer service.
Financial Advisor Disclosures to Know
As a registered investment advisor, MERRITHEW & THORSTEN, INC. is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times. This ensures that clients can trust their advisors to always make decisions that align with their financial goals and interests. The firm also has no reported disciplinary history, demonstrating their commitment to ethical and responsible practices.