Meritage Portfolio Management, Inc. is a large advisory firm based in Overland Park. It manages $1.53 billion of regulatory assets for 1,228 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Florida, and 12 other states.
Meritage Portfolio Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Meritage Portfolio Management, Inc. is $1.53 billion. The firm's AUM has grown by 131% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Meritage Portfolio Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Meritage Portfolio Management is high net worth individuals with 340 clients and $1.02 billion of assets under management. Among the 11 most similar advisory firms, Meritage Portfolio Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.53 billion for 495 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Meritage Portfolio Management doesn't advise any private funds.
The company employs 17 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Meritage Portfolio Management, Inc. is owned by Bradley Anthony Bergman. Sharon Lee Divine joined the executive team most recently as the Principal & Sr. Portfolio Manager.
The principal office where Meritage Portfolio Management, Inc. performs its advisory services is located at 7500 College Blvd, Overland Park, KS 66210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-345-7000 or by fax 913-345-2213. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at meritageportfolio.com/.