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Meritage Financial Group

Headquartered in HENDERSON, NV

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Firm Information

Meritage Financial Group is a Registered Investment Advisor headquartered in [Location]. The firm provides financial planning and portfolio management services to individuals. The firm's regulatory assets under management are $8,694,077, primarily for individuals.

Meritage Financial Group

$8.69M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

MERITAGE FINANCIAL GROUP has a total of 1 branch locations across the country.
location

HENDERSON, NV

Advisors at Meritage Financial Group

View All 1 Advisors
Unclaimed
Steven James Susoeff

RA

HENDERSON, NV

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Disclosures

There are no public disclosures for Meritage Financial Group.

Frequently Asked Questions (5)

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