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.
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Advisor Information
Office location
2625 E. Southlake Blvd., Suite 100, Southlake, TX, 76092
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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
Anthony is a Wealth Manager/IAR/Partner at Merit Financial Group, dedicating full-time hours to serving clients. He also works as an insurance agent providing insurance advice a few hours per week, owns rental real estate, and owns Integrity Financial Holdings LLC for tax/investment purposes.