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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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Vincent works as a client service representative for multiple entities, including Obsidian Personal Planning Solutions, Inc. and 401k Compliance Solution, taking about half of his time for the former and minimal time for the latter. Vincent also spends a few hours per week with M Group Insurance, quoting and processing life, disability, and long-term care insurance.