Merryfield Barnes, LLC offers financial planning, consulting, and investment management services. Financial planning covers retirement, education, estate, business planning, investments, and cash flow. Investment management involves allocating assets among mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, and options. They may also recommend private placements to accredited investors. Merryfield Barnes tailors its services to individual client needs, considering risk tolerance and time horizon.
Fee Structure
Merryfield Barnes, LLC charges an annual fee based on a percentage of the market value of the assets they manage. This fee does not include brokerage commissions or transaction fees. The fee is calculated quarterly, in advance, based on the market value of your assets on the last day of the previous quarter. The annual fee varies depending on the type of investments:
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Equities, ETFs, Options:
- Up to $500,000: 2.00%
- $500,001 - $1,000,000: 1.75%
- $1,000,001 - $5,000,000: 1.00%
- Above $5,000,000: Negotiable
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Corporate, Sovereign Debt, High-Yield Bonds:
- Up to $500,000: 1.75%
- $500,001 - $1,000,000: 1.50%
- $1,000,001 - $5,000,000: 1.00%
- Above $5,000,000: Negotiable
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Municipal Bonds:
- Up to $5,000,000: 0.20%
- $5,000,001 - $10,000,000: 0.17%
- Above $10,000,000: 0.15%
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Mutual Funds:
- Up to $1,000,000: 1.40%
- Above $1,000,000: 1.00%
The annual fee for non-discretionary accounts is negotiable.