Meringoff Wealth Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meringoff Wealth Management Group provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates and pension and profit‑sharing plans. The firm constructs customized portfolios using primarily low‑cost mutual funds and ETFs, and may also employ individual stocks and bonds to meet client objectives.
The firm's approach is primarily long‑term and centered on fundamental analysis, with technical indicators used for timing and rebalancing as needed; portfolios are developed to reflect each client's goals, risk tolerance and financial situation. Meringoff performs due diligence when allocating to third‑party managers, recommends a qualified custodian and bills advisory fees on an asset‑based, quarterly schedule.
A distinctive operational feature is the firm’s legacy use of performance‑based fee arrangements, which the brochure states are no longer offered to prospective clients but remain in some existing, qualified relationships — a practice uncommon among peer independent firms. The brochure discloses the conflicts that can arise from such side‑by‑side management and from custodial and other third‑party relationships, and describes policies the firm uses to mitigate those conflicts (including fair valuation and allocation procedures); it also notes the principal’s separate insurance sales activity and receipt of certain custodian platform benefits as additional potential conflicts.
Client services
Expertise
Fee options
N/A - N/A: 0.50% to 1.50% depending on size and complexity of client relationship
0.25% management fee billed quarterly plus 0.75% annual performance fee if net performance exceeds 10%, capped at 20% of net profits, only for existing qualified clients.
Fee-only: 0.50% to 1.50% of assets under management annually, billed quarterly in arrears, fees may be negotiable.
Main office
Rockville MD
Advisors at this office
1
Most active in
Maryland · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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