Merrit Strunk
Merrit Strunk is a registered investment advisor at Momentum Financial and Insurance Services LLC, based in Valley Center, CA, with 7 years of industry experience. Merrit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 92 clients with $59M 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 | 1.20% |
| $1.0M - $5.0M | 0.96% |
| $5M+ | 0.50% |
Fees are negotiable based on historical relationships, asset types, and account size. Third-party management platforms may charge additional administration and strategist fees ranging from 0.01% to 0.50%.
Fee Estimator
Location
Valley Center, CA
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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 ActivitiesSells Insurance
Merrit works as an insurance sales and tax mitigation strategist and advisor, focusing on sales and marketing. He dedicates about a quarter of his time to selling insurance products.
Employment History
Current Registrations
Momentum Financial and Insurance Services LLC
Previous Registrations
Foundations Investment Advisors LLC
State Registrations6 states
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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