Jeremy Mcgraw is a registered investment advisor at Merit Investment Management, based in West Chester, PA, with 14 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $15M 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 | 1.00% |
Fees may vary by client and/or by the type of account. Client account assets advised in a 401k or 403b account at a current employer may be managed at a reduced fee. Fees may be subject to negotiation.
Fee Estimator
Location
2 W Market Street, Suite 100, West Chester, PA, 19382
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Merit Investment Management
Previous Registrations
Merit Investment Management
State Registrations1 state
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