Merit Advisors, INC.
Assets Under Management
$26.6M
Number of Clients
64
Number of Advisors
4
Average Client AUM
$415K
AUM per Advisor
$6.6M
Compensation
Fee-Only (AUM)
About This Firm
Merit Advisors, Inc. provides discretionary and non-discretionary investment advisory services. They manage client accounts utilizing their Managed Bond Strategy and also offer customized non-discretionary investment advisory services. The firm primarily invests in high yield, multi-sector bond funds.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $1.0M | 1.20% |
| $1M+ | 0.90% |
Fee schedule effective July 1, 2013, for existing clients. Fees are negotiable.
Fee Estimator
The annual fee for portfolio management is tiered based on the assets in your account. For Managed Bond Strategy accounts, the fee is billed quarterly in advance. For Custom accounts, the fee is billed monthly in arrears. Fees are negotiable based on the market value of assets, complexity of services, and level of administration. The minimum to open and maintain an advisory account is $25,000, but this may be waived at the firm's discretion.
Areas of Practice
Location
121 NE 50th Street, Oklahoma City, OK, 73105