Doane Harrison is a registered investment advisor at Merit Financial Advisors, based in Norman, OK, with 26 years of industry experience. Doane 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
131 East Main Street, Suite 201, Norman, OK, 73069
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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
Doane is a business owner of DRF Minerals, LLC, and provides tax preparation/accounting services. He also acts as a trustee for multiple trusts and provides investment advisory services through Merit Financial Group, LLC, spending about half his time on these activities.
Employment History
Current Registrations
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.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
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