Advisor at Meritum Wealth Management LLC
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
Meritum Wealth Management LLC
Location
Cincinnati, OH
Credentials
Series 65
Industry experience
8 years
Vasilios Zois is a financial advisor at Meritum Wealth Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including IAMS Wealth Management, LLC, and operates The Zois Group LLC, an independent insurance agency. He is also owner of Meritum Tax Advisors LLC, providing tax preparation and planning services. Meritum Wealth Management LLC offers portfolio management, pension and 401(k) consulting, and financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of analytical methods and investment strategies, documents client risk tolerance and objectives in written Investment Policy Statements, and provides both discretionary and non-discretionary management.
Based on Meritum Wealth Management LLC
Fixed fees for financial planning between $100 and $1,500
$0 - $1 million: 0.95% $1 million - $2 million: 0.80% $2 million+: 0.65%
$250-$350 per hour for individuals; minimum $500 per hour for institutional clients
Fee-only: Financial planning fixed fees between $100 and $1,500; hourly fees $250-$350 per hour for individuals, minimum $500 per hour for institutional clients
Cincinnati, OH
Kentucky · Ohio
Meritum Tax Advisors LLC
2024 - Present (2 years)
Meritum Wealth Management LLC
2022 - Present (4 years)
The Zois Group LLC
2018 - Present (8 years)
IAMS Wealth Management, LLC
2018 - 2022 (4 years)
Uncharted Aerial Imagery LLC
2016 - 2021 (5 years)
Prism Lighting Company LLC
2016 - 2019 (3 years)
Zois Financial Network
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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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