Brett Robison is a registered investment advisor at Merit Financial Advisors, based in Pocatello, ID, with 32 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.
Fee Estimator
Location
275 S. 5th Ave, Ste 151, Pocatello, ID, 83201
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 Activities
Brett is a member-manager in several holding and real estate development companies, including Sanctuary Wealth Management and Fiduciary Services LLC. He dedicates about a quarter of his time to Sanctuary Wealth Management, and minimal time to the other ventures.
Employment History
Current Registrations
Merit Financial Advisors
Previous Registrations
Fiduciary Services LLC
Kalos Capital, INC.Broker
Triad Advisors, INC.Broker
Sanctuary Wealth Management, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Reserarch, INC.
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Wma Securities, INC.Broker
Intersecurities, INC.Broker
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
More Advisors
- Gene EsplinMerit Financial Advisors
- Aaron Buckalew, CFPD.A. Davidson & CO.
- Alexander Hancock, CFPStifel, Nicolaus & Company, Incorporated
- Trent Yost, CFP, ChFCOsaic Advisory Services, LLC
- Anthony Wadsworth, ChFCCetera Investment Advisers LLC
- Frank Baldwin, CFP, ChFCFarther