Gerilyn Merrill is a registered investment advisor at Everspire, based in Midvale, UT, with 9 years of industry experience. Gerilyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 803 clients with $250M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $250.0M | 0.20% |
| $250.0M - $1000.0M | 0.10% |
| $1000M+ | 0.02% |
Fees are calculated based on the average daily balance and deducted monthly in arrears. Household assets are aggregated to determine the fee tier.
Fee Estimator
Location
6900 South 900 East, Suite 200, Midvale, UT, 84047
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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
Gerilyn provides individualized piano instruction at Adagio Piano Studio, taking about 10-20% of her time. She also receives referral fees from TomiPlan and works for Delta Air Lines about half her time.
Employment History
Current Registrations
Everspire
Previous Registrations
Cederian Investments, 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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