Hugh Merkel is a CFA-designated registered investment advisor at Martinwright Advisory, LLC, based in Atlanta, GA, with 4 years of industry experience. Hugh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
MartinWright Advisory charges an annual fee for investment management services, which includes financial planning. The fee is based on the total value of the assets in your account. The annual fee can range up to 1% and is charged monthly, based on the value of your account at the end of the previous month. Fees can be structured as a fixed percentage, a fixed dollar amount, or a tiered schedule.
Location
3290 Northside Parkway Nw, Suite 950, Atlanta, GA, 30327
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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
Martinwright Advisory, LLC
Previous Registrations
Tru Independence Asset Management, LLC
Mgi Funds Distributors, LLCBroker
Mgi Funds Distributors, LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
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.