Alan Merker is a registered investment advisor at Access Wealth, based in Totowa, NJ, with 13 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 373 clients with $540M 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 | 1.50% |
Annual fee varies up to 1.50% based on portfolio size, complexity, and scope of services. Fees are negotiable.
Fee Estimator
Location
999 Riverview Drive, Totowa, NJ, 07512
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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
Alan is associated with Morris Merker & Co., LLC, located in Totowa, NJ. This activity is classified as non-investment related.
Employment History
Current Registrations
Access Wealth
Previous Registrations
Access Wealth Planning, LLC
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.
Exams
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