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
4400 State Highway 121, Suite 200, Lewisville, TX, 75056
Get directionsRegulatory History
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.
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Benjamin is an investment adviser representative with Global Wealth Advisors and prepares taxes for Partain Spear, LLC, dedicating about 10% of his time to the latter. He also manages finances and co-owns Murphy Brothers Cattle Company, LLC, and owns rental property in Snyder, TX, spending minimal time on the rental property.