Christopher Merz is a registered investment advisor at Mcbryar Advisory Services, INC., based in Maineville, OH, with 1 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
McBryar Advisory Services provides investment management services, potentially in conjunction with a third-party investment manager. The annual fee for investment management ranges from 0.25% to 1.2% of the value of your portfolio, depending on the third-party manager used and the scope of the engagement. Fees are typically paid quarterly or monthly, based on the portfolio's value. Fees may be negotiable.
Location
Maineville, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mcbryar Advisory Services, INC.
State Registrations1 state
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