Merit Wealth Management offers a comprehensive and confidential portfolio review & analysis to qualifying investors. This portfolio review is a detailed analysis of your current asset allocation, asset location, overall risk and of course…fees. Investors are often very surprised to find out they are taking on so much risk within their portfolio. Often shocking are the fees that are revealed through the analysis.

Included in the portfolio review & analysis:

• Overall portfolio allocation including domestic & international equity, hard assets, If assets are held in the proper accounts for the purposes of tax efficiency, cash, common stock, unsystematic risk exposure
• Detailed fixed income (Bond) analysis including overall maturity structure, corporate or high-yield exposure, callable bonds, small lots of individual bonds and the credit quality of individual bonds
• Mutual Funds: expense ratios, 12b-1 fees, sales loads and turnover ratios
• Annuities: tax treatment, expenses, mortality costs, administrative costs, deferred sales charges and liquidity
• Correlation and Three-Factor Regression analysis

The fee for the comprehensive portfolio review and analysis is $500. The fee is waived if the qualified investor should become a client of Merit Wealth Management, LLC. 

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