wiseradvisor

John E. Meinert, AAMS®
Meinert Wealth Management LLC

Tel: 562-474-1717
5000 E. Spring St., Suite 340
Long Beach, CA 90815
Meinert Wealth Management LLC | Financial Advisor in Long Beach ,CA

About Meinert Wealth Management LLC

We provide planning, investment strategies and risk management to families and business owners from all walks of life who are serious about addressing their important financial goals. We do so through long-term relationships and through conservative financial principles of investing and wealth preservation.

Let us help you with your important financial goals today!!


General Information

Firm Start Year:   2011
No.of Employees:   2-4
Gender:   Male
Insurance License#:   0C03294
Name of Broker/Dealer:   LPL Financial LLC
Name of Custodial Firm:   LPL Financial LLC; PTC (Private Trust Company)
States Licensed in:  

CA, AZ, GA, ID, MD, ME, MO, NC, NJ, NY, TX, VA, WA

(& NV - Advisory only)

Number of Years with Current Firm:   10
Work Experience:  

2011-Present: LPL Financial Advisor/LPL Registered Principal, Meinert Wealth Management LLC

1996-2011: Financial Advisor, Edward Jones

I work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided:   Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Investment Advice & Management, Insurance Products & Annuities


Services

Investment Types:   Annuities, Insurance, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, Via Email, Video Conference, Via Phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Disability, Variable Life, Variable Annuity, Long Term Care, Life


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Commissions, Based on Assets, Hourly
Fee % Based on Assets:   Tiered
Additional Details on Charges:   ALL-INCLUSIVE FIDUCIARY RELATIONSHIP: All Financial & Retirement Planning, All Portfolio Management, All Risk & Insurance Solutions Planning, All Periodic Planning, Portfolio & Risk Reviews......................Tiered from 1.45% to 0.50%

PORTFOLIO MANAGEMENT ONLY: Fiduciary Portfolio Management, Annual Portfolio Review............................1.00% (discounted on assets above $5,000,000)

PLANNING ONLY: Discovery, Goals, Analysis, Recommendations, Deliverables............$250/hour with 4-hour minimum. Planning time can range between 4 to 20+ hours.



Faqs

  • Why should I choose you as my financial advisor?

    With 25 years of experience, we focus on relationships, goals, risk management and investment principles - not short-term predictions. We stick with time-tested portfolio allocations and make reasonable adjustments along the way, because your important financial goals don't change every day. Your Success is Our Success!


    Our Commitment to You:


    • To treat you with courtesy, respect and understanding.
    • To listen to you and understand your goals and dreams as you define them.
    • To thoroughly analyze your situation and make sound strategy recommendations.
    • To implement, manage & monitor investments according to your goals and to report to you accurately.
    • To act in good faith and to serve you and your family's best interests at all times.

    That's why You should Choose Us!

  • How do you charge for your services? Our primary method of charging for services is our All-Inclusive Fiduciary Relationship where all Financial & Retirement Planning, all Portfolio Management, all Risk & Insurance Solutions Planning, all Periodic Planning, Portfolio & Risk Reviews services are included in a tiered asset-based fee which reduces based on assets managed. We can also provide stand-alone Fiduciary Portfolio Management only which starts at a flat 1.00% standard asset-based fee and reduces above $5 million is assets managed, and stand-alone Planning services which are $250/hour with a minimum of 4 hours. The hours required for planning depend on the complexity of your situation and can range from 4 hours to 20+ hours or more.


Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

John E. Meinert

John E. Meinert

AAMS®

John is a 25-year veteran of the investment and financial services industry. John spent 15 years at Edward Jones, opening and building the Cerritos branch office. In 2011 he made the decision to take his practice independent, to build a less sales and transaction based business, and to focus more on the advisory/fiduciary relationship of investment planning and wealth management for clients who are serious about addressing their important financial goals. John is the Managing Member of Meinert Wealth Management LLC and is a Principal/Office of Supervisory Jurisdiction (OSJ) for other LPL financial advisor(s). John has been active in his community over the years serving on the boards of the South East Los Angeles County Workforce Investment Board (past-chair), Community Family Guidance Center and the Cerritos Regional Chamber of Commerce (past-president, Business of the Year). John and his wife, Maria, work together to serve the needs of the families and business owners they work with. John is also a military veteran, having served in the U.S. Army.

My Team

Maria A. Meinert Maria A. Meinert

Maria joined John in 2014 as Client Services Manager to help build a firm that provides outstanding client service. Maria's focus is working with clients to take care of all transactions in their accounts (not involving securities trades); coordinate the processing of all client forms and documents needed; and administratively support all client and prospective client meetings and reviews. Maria also works jointly with John to support the marketing efforts of Meinert Wealth Management LLC. Ma ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

We primarily serve clients in southern Los Angeles County and northern Orange County but we're also set up to serve clients via ZOOM video meetings and by phone/email/text. Most documents are processed through DocuSign/eSignature and we can also work with hard-copy docs in person or by mail. We're licensed in 14 states.

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