Andrew Seale is a registered investment advisor at Merit Financial Advisors, based in Lewisville, TX. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.
Fee Estimator
Location
4400 State Hwy 121, Suite 200, Lewisville, TX, 75056
Get directionsHistory
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
Merit Financial Advisors
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
More Advisors
- Sean Smith, CFPStrategic Advisers LLC
- Richard Omobogie, CFPZuwa Financial LLC
- Channa Hem, CFPStrategic Advisers LLC
- George Niziol, CFPRaymond James Financial Services Advisors, INC
- Robert Wenzig, CFPAmeriprise Financial Services, LLC
- Charlie Wright, ChFCEdward Jones