Merit Financial Advisors
Assets Under Management
$10.6B
Number of Clients
14,417
Number of Advisors
221
Average Client AUM
$734K
AUM per Advisor
$47.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Merit Financial Group offers asset management, financial planning, retirement plan advice, participant consulting, employee wellness programs, and educational workshops. They manage portfolios with a long-term, diversified approach, using stocks, bonds, ETFs, mutual funds, and other investments. Services are provided on a discretionary or non-discretionary basis.
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
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009