Merit Advisors offers both discretionary and non-discretionary investment management services. The firm primarily uses a Managed Bond Strategy, which monitors the bond market and uses technical indicators to switch between bond funds and money market funds. Clients can also engage Merit Advisors for customized accounts invested in mutual funds, stocks, bonds, and ETFs. Merit Advisors requires discretionary authority for its Managed Bond Strategy.
Assets Under Management$27M
Clients64
Advisors4
Avg. per Client$420K
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $1.0M | 1.20% |
| $1M+ | 0.90% |
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.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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