Paul Merrick is a CFA-designated registered investment advisor at Riverpoint Wealth Management, based in Chicago, IL, with 20 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 207 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Riverpoint Wealth Management's fee for managing your investments as part of their Comprehensive Portfolio Management Service is a percentage of the value of your investments, up to 1.35% per year. There is a $250,000 minimum account size, but this may be negotiable. Riverpoint will refund clients on a quarterly basis for any transaction fees incurred for the purchase and sale of securities products.
Location
200 South Wacker Drive, Suite 2330, Chicago, IL, 60606
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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 →Employment History
Current Registrations
Riverpoint Wealth Management
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.