Merlin Asset Management manages investment portfolios for individuals, trusts, estates, and businesses. Merlin focuses on growth stocks, primarily in US markets, using a combination of fundamental, quantitative, and macroeconomic analysis. Merlin offers several strategies including large-cap, SMID-cap, and small-cap growth, as well as an ETF strategy and a LEAPS strategy. They make investment decisions on a discretionary basis, and clients can place restrictions on investments.
Assets Under Management$50M
Clients26
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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