GM
GM

Gregory Wade Merritt

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
854 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.6B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.25%
$1M+1.00%

Cahaba may negotiate special fee arrangements where deemed appropriate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1200 Peachtree Street Ne, Suite 610, Atlanta, GA, 30309

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cahaba Wealth Management, INC.
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Rfg Advisory, LLC
November 2020 - June 2023 · 2 yrs 7 mos
Private Client Services, LLCBroker
November 2020 - November 2022 · 2 yrs
MML Investors Services, LLC
May 2018 - November 2020 · 2 yrs 6 mos
MML Investors Services, LLCBroker
April 2018 - November 2020 · 2 yrs 7 mos
Proequities, INC.Broker
January 2018 - April 2018 · 3 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.