Meritage Group Lp
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Overview
Meritage Group Lp is located at One Ferry Building, San Francisco, CA. The firm employs 22 financial advisors to manage client portfolios and provide financial guidance. Meritage Group Lp is not a registered broker-dealer.
Meritage Group Lp oversees $13.8 billion in assets under management across 12 accounts, all of which are discretionary. The services offered include portfolio management for pooled investment vehicles and the selection of other advisers. The firm caters to pooled investment vehicles, with this type being the largest client type by accounts. The fee structure at Meritage Group Lp includes asset-based and performance-based fees. The firm maintains affiliations with a commodity pool advisor.
Meritage Group Lp is registered in the states of California, Connecticut, and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Meritage Group Lp by the Numbers
$13.8 billion
49
12
$1.2 billion
Products and Services
Services offered by Meritage Group Lp can include portfolio management for pooled investment vehicles and selection of other advisers. Notably, Meritage Group Lp did not provide financial planning services to any of its accounts in the prior fiscal year. The Firm is not involved in selling products or offering services other than investment advice to its investment advisory clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually vary depending on which services the firm provides the client. Fees charged by Meritage Group Lp most likely include some combination of the following fee structures: asset-based or performance-based.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Meritage Group Lp's largest client type by number of accounts is pooled investment vehicles.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Meritage Group Lp does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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