Leslie Merrithew

9820 Willow Creek Road, San Diego, CA
Suite 200
San Diego, CA 92131

Fee-Only Financial Advice with NO conflict of interest


About Merrithew & Thorsten, Inc. Fee-Only Financial Advisors

We are a Comprehensive Fee-Only Financial Planning Firm. We are truly a one stop shop for our clients. We have all services under one roof. Comprehensive Financial Planning for individuals and business. Asset Management, Never pay commissions for our services. Estate Planning, our Estate Planning Attorney is part of our firm. Tax Preparation for individuals and business We have Enrolled Agents and bookkeepers availabe on staff.

We have over 45 years of Financial Planning experience. We know People are busy but still need planning. This is why we have gathered all services in one location.

Our planning is truly Fee-Only not Fee-Based or Commssion and Fee Based. We do not work for any corporate entity. We are independent Registered Investment Advisors with the Security and Exchange Commission.

Please visit our web site for a over view of our firm or call for a client information packet. All information is kept confidential we will not contact you unless requested.

31 Years of Experience



General Information
Firm Start Year:   1998
No.of Employees:   5-9
Name of Broker/Dealer:   None - We are Fee-Only Advisors
Name of Custodial Firm:   Shareholders Service Group
States Licensed in:   CA
Number of Years with Current Firm:   12
Work Experience:   Our firm is a Registered Investment Advisor We hold
no licenses but are registered with the State of CA
and the S.E.C. Prior to becoming a Fee-Only
Financial Advisor I held licences in insurance,
investment management, tax planning.
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   FOREX & Currency , Commodities , Options & Futures , Bonds , Insurance , Annuities , Exchange Traded Funds (ETFs) , Alternative Investments , Mutual Funds , Stocks , Mortgages & Real Estate , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At my office , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   RIA - We do not
Financial Organization Memberships:   National Association of Enrolled Agents , Financial Planning Association (FPA) , National Association of Personal Financial Advisors (NAPFA)


Firm Information
Firm's Number of Clients:   120
Firm's Number of Planning Clients:   100
Firm's Number of Managed Clients:   120
Assets Managed by Firm:   $60M
Advisor's Number of Clients:   120
Advisor's Number of Managed Clients:   120
Advisor's Number of Planning Clients:   120
Assets Managed by Advisor:   $60M


Compliance
Registered Investment Advisor:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets , Flat Fee
Fee % Based on Assets:   1%
Additional Details on Charges:   We have two contracts one for strictly Asset
Management and another for Comprehensive Financial
Planning Fee depends on complexity of client needs



FAQs

Leslie Merrithew

Leslie Merrithew

CERTIFIED FINANCIAL PLANNER™ Certificant, EA

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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