Richard Terry is a CFP-designated registered investment advisor at Merit Financial Partners LLC, based in Maspeth, NY, with 9 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 197 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merit Financial Partners charges up to 0.75% annually for investment management, billed quarterly based on the value of your account. Fees are negotiable. There is a $4,000 minimum annual fee, payable in quarterly installments of $1,000, though this may be waived.
Location
69-64 Grand Avenue, Maspeth, NY, 11378
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Merit Financial Partners LLC
Previous Registrations
Merit Financial Partners LLC
State Registrations4 states
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