A complete list of active advisors currently associated with Meritis Wealth Management, Inc.
Warmer can help you find a great advisor at Meritis Wealth Management, Inc. or one who fits your needs even better.
Meritis Wealth Management provides wealth management to individuals, high-net-worth clients, trusts, estates and businesses, offering discretionary investment management, comprehensive financial planning and stand-alone planning engagements. The firm reports $224.4 million in assets under management across roughly 130 clients and generally requires a minimum relationship size of $750,000. The firm’s investment approach is primarily long-term and grounded in fundamental analysis; portfolios are typically constructed with low-cost, diversified mutual funds and ETFs and may include individual stocks and bonds when appropriate. Meritis Wealth may also implement portions of portfolios through unaffiliated independent managers while performing ongoing due diligence and retains discretionary authority to manage, rebalance and harvest gains or losses consistent with client objectives. Noteworthy features include the firm’s recent transition from a broker‑dealer origin into an SEC‑registered advisory model and an institutional relationship with Raymond James that provides research, trading and technology support. Meritis Wealth has also added insurance consulting to its service mix and discloses that certain advisory personnel are licensed to sell insurance (which can generate commission compensation), and it caps the total blended client fee at 2.00% when independent managers are used.
To learn more about the advisors currently working at Meritis Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Potomac, MD
| 21
| |
Potomac, MD
| 21
| |
Potomac, MD
| 29
|
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