Merryfield Barnes, LLC

Merryfield Barnes, LLC is an investment advisory firm based in Ithaca, New York, established in November 2011. The firm offers financial planning, consulting, and investment management services to individuals, high net worth individuals, pension plans, trusts, and more. Clients can engage the firm for discretionary or non-discretionary investment management services, with assets allocated among various investment options based on individual risk tolerance and objectives. The firm primarily uses fundamental, technical, and cyclical analysis in developing investment strategies tailored to each client. Merryfield Barnes, LLC charges fees based on a percentage of assets under management, with rates varying depending on the portfolio value. The firm does not impose a minimum portfolio size or annual fee requirement. Clients have the option to engage in fixed fee or hourly fee financial planning and consulting services. The firm operates under a Code of Ethics to ensure compliance with securities laws and prevent the unlawful use of material non-public information. Merryfield Barnes, LLC does not provide services for performance-based fees and does not vote client proxies. The firm does not have any disciplinary events to disclose and has not been subject to a bankruptcy petition in the past ten years. As of December 31, 2024, the firm's total assets under management amount to $112,873,322.