Merrill Dennis is a registered investment advisor at Comprehensive Wealth Solutions, LLC, based in Boca Raton, FL, with 19 years of industry experience. Merrill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 61 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20.0M - $40.0M | 0.25% |
| $40M+ | 0.20% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
433 Plaza Real, Suite 275, Boca Raton, FL, 33432-9999
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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
Comprehensive Wealth Solutions, LLC
State Registrations2 states
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