Merit Advisors, Inc. is a registered investment advisor based in Oklahoma City, Oklahoma, offering investment management services since 1987. Merit Advisors manages portfolios using a proprietary trend-following approach called the Managed Bond Strategy, which primarily focuses on high-yield bond mutual funds and aims to provide positive returns with limited downside and lower principal volatility. Additionally, the registered investment advisor offers customized non-discretionary accounts invested in mutual funds, stocks, bonds, and exchange-traded funds according to each client's specific goals and risk tolerance. Merit Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm is principally owned by Donald Dillingham.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $1.0M | 1.20% |
| $1M+ | 0.90% |
Fees are negotiable based on market value, account complexity, and administration level. Family member account values may be combined to determine breakpoints.