Merrimack Valley Financial Advisors, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Merrimack Valley Financial Advisors offers investment management through individual portfolio management and model portfolios. They also provide pension consulting services and financial planning, which includes a comprehensive evaluation of a client’s current and future financial state. The firm manages accounts on a discretionary basis and reviews portfolios monthly, rebalancing annually as needed.
Assets Under Management$46M
Clients247
Advisors3
Avg. per Client$190K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for amounts greater than $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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