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About Merrithew & Thorsten, Inc. Fee-Only Financial Advisors |
We are a Comprehensive Fee-Only Financial Planning Firm. We are truly a one stop shop for our clients. We have all services under one roof. Comprehensive Financial Planning for individuals and business. Asset Management, Never pay commissions for our services. Estate Planning, our Estate Planning Attorney is part of our firm. Tax Preparation for individuals and business We have Enrolled Agents and bookkeepers availabe on staff.
We have over 45 years of Financial Planning experience. We know People are busy but still need planning. This is why we have gathered all services in one location.
Our planning is truly Fee-Only not Fee-Based or Commssion and Fee Based. We do not work for any corporate entity. We are independent Registered Investment Advisors with the Security and Exchange Commission.
Please visit our web site for a over view of our firm or call for a client information packet. All information is kept confidential we will not contact you unless requested. |
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General Information |
| Years of Experience in Financial Services: |
31
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| Work Experience: |
Our firm is a Registered Investment Advisor We hold
no licenses but are registered with the State of CA
and the S.E.C. Prior to becoming a Fee-Only
Financial Advisor I held licences in insurance,
investment management, tax planning.
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| Name of Custodial Firm: |
Shareholders Service Group
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| Number of Years with Current Firm: |
12
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| Work with the following types of clients: |
Businesses, Individual Investors
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| Name of Broker/Dealer: |
None - We are Fee-Only Advisors
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Education |
| Academic Background |
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| BS Business Mgt
CFP |
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Services |
| Investment Types: |
Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Email, Phone, Our Office
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Enrolled Agent (EA), CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
RIA We do not
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| Insurance and Annuity Licenses: |
RIA - We do not
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| Financial Organization Memberships: |
Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), National Association of Enrolled Agents
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Firm Information |
| Assets Managed by Firm: |
$60M
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| Assets Managed by Advisor: |
$60M
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| Advisor's Number of Clients: |
120
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| Firm's Number of Clients: |
120
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| Advisor's Number of Planning Clients: |
120
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| Advisor's Number of Managed Clients: |
120
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| Firm's Number of Planning Clients: |
100
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| Firm's Number of Managed Clients: |
120
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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Compensation and Fees |
| Fee % Based on Assets: |
1%
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| Additional Details on Charges: |
We have two contracts one for strictly Asset
Management and another for Comprehensive Financial
Planning Fee depends on complexity of client needs
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| Compensation Methods: |
Based on Assets, Flat Fee
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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