Merit Financial Group offers comprehensive wealth management services, including investment portfolio management, financial planning, retirement plan consulting, and tax-exempt marketplace services. The firm builds diversified portfolios using stocks, bonds, exchange-traded funds, mutual funds, and alternative investments, managing them on either a discretionary or non-discretionary basis. Merit Financial Group tailors its strategies to meet each client's individual financial goals, risk tolerance, and time horizon. The firm serves a wide range of clients, including individuals, high-net-worth families, pension and profit-sharing plans, corporations, and trusts, with a nationwide network of offices providing personalized advisory services.
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%.
