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Louis Merkle

Commonwealth Financial Network
32 Years of Experience
Houston, TX
1 DisclosureMay Earn CommissionSells Insurance
View SEC Summary
View SEC Summary

Louis Merkle is a registered investment advisor at Commonwealth Financial Network, based in Houston, TX, with 32 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

363 North Sam Houston Parkway East, Suite 1100, Houston, TX, 77060

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Louis sells fixed insurance, dedicating nearly full-time hours weekly during securities trading hours. He is also a co-owner of MFG Enterprises, LLC, a private entity facilitating securities, advisory, and insurance business, spending nearly full-time hours per month on this activity.

Employment History
Current Registrations
Commonwealth Financial Network
July 2006 - Present · 20 yrs 3 mos
Previous Registrations
Commonwealth Financial NetworkBroker
July 2006 - December 2025 · 19 yrs 5 mos
Ameriprise Financial Services, INC.
August 1994 - July 2006 · 11 yrs 11 mos
Ameriprise Financial Services, INC.Broker
August 1994 - July 2006 · 11 yrs 11 mos
Ids Life Insurance CompanyBroker
August 1994 - July 2006 · 11 yrs 11 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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