MERITAGE PORTFOLIO MANAGEMENT, INC.
Overland Park, Kansas
Meritage Portfolio Management, Inc. is a distinguished local investment advisory firm headquartered in Overland Park, KS. With one office, the company is known for its exceptional services provided by a team of 17 skilled professionals, with 10 dedicated to investment advisory services. Meritage Portfolio Management, Inc. boasts an impressive average of approximately $191,000,000 in assets under management per investment advisor, a figure significantly higher than the industry average. The firm's compensation structure is multi-faceted and includes a percentage of assets under management. Notably, 95% of the assets they manage ar...
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Assets Under Mgmt

$1.91B

Investment Professionals

10

Locations

0

% 401K & Individual

2%

% Discretionary

95%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
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