Alyosha Mertens
Alyosha Mertens is a registered investment advisor at Vista Investment Partners LLC, based in Oklahoma City, OK, with 33 years of industry experience. Alyosha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 479 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees for accounts over $2,000,000 are negotiable. Fixed income accounts generally have lower fees that are individually negotiated. If proprietary strategies are not used, the maximum fee is 2.00%.
Fee Estimator
Location
5601 North Classen Boulevard, Suite 101, Oklahoma City, OK, 73118
Get directionsHistory
Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alyosha is a licensed insurance agent who occasionally offers clients advice or products related to insurance. This activity presents a conflict of interest due to commissions, but clients have the right to choose whether to utilize Alyosha's services in this capacity.
Employment History
Current Registrations
Vista Investment Partners LLC
Previous Registrations
Cabot Lodge Securities LLCBroker
Hilltop Securities INC.Broker
Hilltop Securities INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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