Merit Financial Partners provides financial planning and investment management services. They offer advice on cash flow, debt management, college funding, retirement, estate, tax planning, and insurance. Merit Financial Partners acts as a fiduciary, meaning they are legally required to act in your best interest. They do not sell financial products, only advice and services.
Assets Under Management$310M
Clients197
Advisors5
Avg. per Client$1.6M
Avg. per Advisor$62M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Merit Financial Partners charges up to 0.75% annually for investment management, billed quarterly based on the value of your account. Fees are negotiable. There is a $4,000 minimum annual fee, payable in quarterly installments of $1,000, though this may be waived.
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