Assets Under Management
$26.6M
Number of Clients
64
Number of Advisors
4
Average Client AUM
$415K
AUM per Advisor
$6.6M
Compensation
Fee-Only (AUM)
Merit Advisors provides discretionary and non-discretionary investment advisory services, primarily utilizing high yield, multi-sector bond funds, and other funds as well as signal service. They manage client accounts using a Managed Bond Strategy and also offer customized accounts invested in mutual funds, stocks, bonds, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $1.0M | 1.20% |
| $1M+ | 0.90% |
Portfolio management fees are negotiable depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.
121 NE 50th Street, Oklahoma City, OK, 73105