JM
CFP

Jessica Lara Merino

21 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
102 clients
Average Client Portfolio
$489K average
Assets Under Management
$49.9M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.50%
$100K - $250K1.25%
$250K - $1000K1.00%
$1.0M - $2.0M1.00%
$2M+0.75%

The annual fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$1,000 - $20,000

For investment management, the annual advisory fee is based on a tiered percentage of assets under management. For example, a $1,000,000 account would incur a 1% annual fee. Fees are negotiable and paid monthly in arrears. Ongoing financial planning consists of an upfront charge of $1,000-$1,500, and an ongoing fee of $1,000-$20,000 per year, paid semi-annually in advance. MWM receives an admin/service annual fee of 0.10% of the value of the Client’s Flourish Cash account.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Advisor Information

Office location

2700 Patriot Boulevard, Suite 250, Glenview, IL, 60026

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JM
Contact
Jessica Lara Merino
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Merino Wealth Management
February 2022 - Present · 3 yrs 11 mos
Previous Registrations
Ic Advisory Services, INC.
April 2016 - February 2022 · 5 yrs 10 mos
The Investment Center, INC.Broker
April 2016 - February 2022 · 5 yrs 10 mos
Ameriprise Financial Services, INC.
October 2004 - April 2016 · 11 yrs 6 mos
Ameriprise Financial Services, INC. Broker
September 2004 - April 2016 · 11 yrs 7 mos
Ids Life Insurance CompanyBroker
September 2004 - July 2006 · 1 yr 10 mos
State Registrations3 states
CAILTX
Advisor
Exams
No exam information available for this advisor.
JM
Contact
Jessica Lara Merino