Gerilyn Merrill is a registered investment advisor at Everspire, based in Midvale, UT, with 9 years of industry experience. Gerilyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 836 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aegis Wealth Group charges a percentage of your portfolio each year. The fee is calculated monthly based on the average daily balance of your accounts. The amount you pay depends on the total value of all accounts managed by Aegis Wealth in your household. Clients receiving legacy services may pay different fees. Aegis Wealth may recommend wrap fee programs managed by E6 Portfolios.
Location
6900 South 900 East, Suite 200, Midvale, UT, 84047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gerilyn provides individualized piano instruction at Adagio Piano Studio, taking about 10-20% of her time. She also receives referral fees from TomiPlan and works for Delta Air Lines about half her time.
Employment History
Current Registrations
Everspire
Previous Registrations
Cederian Investments, LLC
State Registrations1 state
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