David Merritt is a registered investment advisor at Boyle Capital, based in West Des Moines, IA, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 425 clients with $300M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees are negotiable depending on individual client circumstances. The firm also offers a Manager of Managers program with fees ranging from 0.25% to 1.50% annually, in addition to the fees paid to the selected managers, not to exceed 2.25% combined.
Fee Estimator
Location
5465 Mills Civic Parkway, Suite 255, West Des Moines, IA, 50266
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
David is a 4% owner and CPA at Brinkman & Reed, CPA's, dedicating a few hours per week. He is also a 66.7% owner and CPA at Sterling Financial Advisory Services, LLC, a CPA firm, which takes up more than full-time hours.
Employment History
Current Registrations
Boyle Capital
Previous Registrations
Commerce Wealth Advisers, LLC
Dewaay Capital Management
Dewaay Advisory
Ernst & Young Investment Advisers LLP
State Registrations1 state
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.