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!!
|Firm Start Year:||2011|
|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|
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|
|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|
|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.
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:
That's why You should Choose Us!
LPL ADV 2A
LPL WiserAdvisor Cash Solicitor Disclosure
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
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.
Maria A. Meinert
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
|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.|