Dennis Merryfield is a registered investment advisor at Merryfield Barnes, LLC, based in Windermere, FL, with 14 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 202 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merryfield Barnes, LLC charges an annual fee based on a percentage of the market value of the assets they manage. This fee does not include brokerage commissions or transaction fees. The fee is calculated quarterly, in advance, based on the market value of your assets on the last day of the previous quarter. The annual fee varies depending on the type of investments:
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Equities, ETFs, Options:
- Up to $500,000: 2.00%
- $500,001 - $1,000,000: 1.75%
- $1,000,001 - $5,000,000: 1.00%
- Above $5,000,000: Negotiable
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Corporate, Sovereign Debt, High-Yield Bonds:
- Up to $500,000: 1.75%
- $500,001 - $1,000,000: 1.50%
- $1,000,001 - $5,000,000: 1.00%
- Above $5,000,000: Negotiable
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Municipal Bonds:
- Up to $5,000,000: 0.20%
- $5,000,001 - $10,000,000: 0.17%
- Above $10,000,000: 0.15%
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Mutual Funds:
- Up to $1,000,000: 1.40%
- Above $1,000,000: 1.00%
The annual fee for non-discretionary accounts is negotiable.
Location
Windermere, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Merryfield Barnes, LLC
Previous Registrations
Merryfield Barnes, LLC
Merryfield Barnes, LLC
State Registrations3 states
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