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Spence Lee Wilson

MERITAGE CAPITAL, LLC·AUSTIN, Texas
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515 CONGRESS AVENUE, AUSTIN, TX 78701-3017CRD# 1469147Firm CRD# 129257
01

About

Spence Lee Wilson is a registered financial advisor based in AUSTIN, Texas, affiliated with MERITAGE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
MERITAGE CAPITAL, LLC
MERITAGE CAPITAL
AUM
$1.1B
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MERITAGE CAPITAL, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1469147
Firm CRD# 129257
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Spence Lee Wilson offer?
Spence Lee Wilson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Spence Lee Wilson's credentials?
Spence Lee Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Spence Lee Wilson located?
Spence Lee Wilson is based in AUSTIN, Texas, working with MERITAGE CAPITAL, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Spence Lee Wilson charge for services?
Spence Lee Wilson's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERITAGE CAPITAL, LLC?
MERITAGE CAPITAL, LLC has approximately 4 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in TexasNational Fee Analysis
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