questions for Meritage Wealth Management
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FAQ

Am I a good fit for Meritage Wealth Management?

If you’re looking for a financial advisor and advocate who will look at your unique personal situation, needs and goals to provide solutions and a personal touch, then you’re in the right place. I pride myself on delivering the highest quality and value advice, and aim to build long-term relationships with all of my clients.

As an investor, the ideal Meritage client is concerned with the big picture, not the daily moves of the investment markets, and is looking to play the long game, not the 100-yard dash. I believe the best results stem from meticulous planning and methodology that is rooted in your own personal needs and goals, and my investment approach reflects this.

I recognize I'm not a good fit for everyone, and that's ok. That’s why I offer a complimentary initial meeting so that we can be open and honest from the outset to ensure the best results based on our mutual compatibility.

Why should I choose you to be my financial advisor?

I hold myself to the highest levels of integrity and accountability to ensure that I am doing my absolute best for each and every one of my clients. I feel privileged to work with clients who are focused on wealth planning for the long-term, and am here to coach my clients and help them do what is right even when their emotions may be telling them differently.

Do I have to live in Carlsbad to work with you?

No, not at all. It’s important to me that my services are made available to anyone across the United States. As such, I offer a very flexible online approach and we can meet virtually, no matter where in the country you are.

Do you have an investment minimum?

My fee structure works best for those with investable assets over $1,000,000.

How much does an initial consultation cost?

Our initial meeting is complimentary, enabling us both to ensure we’re a good fit for each other. In order to make the best use of our time, it's beneficial to allow me a few days to review your current portfolio prior to meeting.

What are your fees?

Annual advisory fees are charged in lieu of commissions, based on account size, and are deducted directly from your accounts. These fees are clearly laid out on your quarterly performance reports, and follow a fee schedule as listed:

  • Less than $750,000 1.35%
  • $750,000-$1,249,999 1.25%
  • $1,250,000-$5,000,000 1.1%
  • Over $5,000,000 .8%
How do you receive payment?

I am compensated from the advisor fee above. My advisor fee includes:

  • Reviewing your assets to develop a true, wealth management solution to include focusing on your goals such as retirement, higher education, insurance and estate planning;
  • Selecting appropriate strategists and models using Exchange Traded Funds, and combining them for the most optimal portfolio;
  • Monitoring and rebalancing of your accounts;
  • Monitoring your financial plan, strategists and model performance on an ongoing basis;
  • Quarterly performance reports;
  • Tax-loss harvesting;
  • Consulting with your CPA and attorney for a team approach to your overall financial well-being.
I'm ready to work with you. How do I start?

That’s wonderful news. Head over to my Contact page and give me a call, email or schedule an appointment online. I look forward to meeting with you!

more questions

If there’s still more on your mind, feel free to get in touch and I’ll be happy to chat with you in more detail. That’s also why I offer complimentary initial meetings, to make it easy and accessible for you to speak with me directly and be as well positioned as possible as you decide if Meritage Wealth Management is right for you.

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