| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $1.0M | 1.20% |
| $1M+ | 0.90% |
Portfolio management fees are negotiable depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.
121 NE 50th Street, Oklahoma City, OK, 73105
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Learn about disclosures →Gary is a managing partner at Merit Advisors, Inc. and manages investment model strategy. He also manages real estate and family investments, dedicating minimal time to these activities.