Merit Financial Advisors

Independent Advisors Merit serves as a true partner for advisors. We work with advisors equipping them with the tools, technology, and resources needed to build revenues, …

Merit is a financial services firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients.Our mission is to create the ultimate client experience. We strive to exceed client expectations by providing the best possible service while helping clients feel confident about establishing and targeting their financial goals.Our desire is to partner with you, balancing tactical advice with innovative strategy. We are striving to change the way relationships operate within the financial industry.

Merit Financial Advisors, registered in 2007, serves 40 state (s) with a licensed staff of 90 advisors. Merit Financial Advisors manages $3.7 billion and provides investment advisory … Merit Financial Partners, LLC is a Fee-Only financial planning and Registered Investment Advisory firm with offices in New York City, Westport, and Stamford, CT. We specialize in providing …

Opening an Account with Merit Financial Advisors. Feel free to call Merit Financial Advisors at (678) 867-7050 if you’re looking to open an account. All information is accurate as of the … Working in a fiduciary capacity, our focus is to provide reliable and independent financial advice by establishing a genuine and long-lasting relationship with our clients. Our team collectively …

Merit Financial Advisors, based in Georgia, US, has formed a strategic alliance with Mersberger Financial Group to combine their businesses. Founded by Peter and Marilyn … Financial advisers Jeffrey Kragen and Stephen Kragen have joined the wealth firm. They join from Merrill Lynch, where Jeffrey Kragen previously managed approximately $217m …

Merit Financial Advisors, registered in 2007, serves 40 state(s) with a licensed staff of 90 advisors. Merit Financial Advisors manages $3.7 billion and provides investment advisory services for 5,629 clients (1:63 advisor/client ratio).

Does Merit Financial Advisors offer products that have performance-based fees, or does it accept performance-based fees? Will any of my assets be invested in those products?

When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. This could be detrimental to a client during down markets.