Advisor at Meritis Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Meritis Wealth Management, Inc.
Location
Potomac, MD 20854
Credentials
Series 66
Industry experience
21 years
Laura Markoff is a financial advisor at Meritis Wealth Management, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Wells Fargo. Markoff is a licensed insurance agent, involved in insurance sales and implementation of insurance recommendations on a limited basis. Meritis Wealth Management provides wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes a long-term investment approach based on fundamental analysis, using diversified mutual funds, ETFs, and select individual securities, and offers discretionary investment management along with comprehensive financial planning.
Based on Meritis Wealth Management, Inc.
$0 - $1,000,000: 1.15% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.85% Over $10,000,000+: Negotiable
Up to $500 per hour for stand-alone financial planning services, negotiable.
Account minimum: $750,000 Fee-only: Investment advisory fees based on assets under management; no commissions on securities transactions.
12435 Park Potomac Ave, Suite 440
Potomac, MD 20854
Maryland · Texas
Meritis Wealth Management, Inc.
2025 - Present (1 year)
Wells Fargo d/b/a Mertitis Wealth Management
2019 - 2025 (6 years)
Morgan Stanley
2009 - 2019 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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