Merit Investment Management offers investment management and advisory services, tailoring strategies to align with each client's objectives, time horizon, risk tolerance, and financial situation. Merit invests in various domestic and foreign securities. The firm's investment strategies may include model portfolios, passive (index) strategies, active strategies, and Merit-managed strategies. Merit also offers the Global Blue Chip Dividend Strategy, an actively managed investment strategy.
Assets Under Management$15M
Clients24
Advisors1
Avg. per Client$630K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may vary by client and/or by the type of account. Client account assets advised in a 401k or 403b account at a current employer may be managed at a reduced fee. Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...