Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and may vary between investment advisor representatives. Clients may pay transaction fees in addition to advisory fees. Merit also uses a third-party platform to facilitate the discretionary management of held away accounts such as employer-sponsored retirement plan participant accounts, and Merit may pass along all or a portion of this expense to the client. Clients should be aware that the advisory fee in a wrap fee account is typically higher than a non-wrap fee account, that is not always the case.
Areas of Practice
Advisor Information
Office location
2099 Gaither Road, Suite 110, Rockville, MD, 20850
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Customer Dispute
December 2004Other Business ActivitiesSells Insurance
Patrick is involved in numerous business activities, including Obsidian Personal Planning Solutions (both Inc. and LLC), Obsidian Business Planning Solutions, Next Chapter Program, Coordinated Trust Services, Tame Your Money Elephants, M Group LLC, 401k Compliance Solution, Montgomery Rental Management, Overture Holdings, and the National Capital Trolley Museum. He dedicates about half of his time to Obsidian Personal Planning Solutions LLC and Inc.