Top financial advisors in North Bay Village, FL
We’ve curated a list of the best financial advisors in North Bay Village, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$105,711,182
Number of advisors
3 advisors
| $105,711,182 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in North Bay Village, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case North Bay Village. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Merited Wealth, LLC
Merited Wealth, LLC, established in May 2019 by Stephen Anthony Taylor, JD, CFP®, offers asset management services focusing on exchange-traded equities, diversified mutual funds, and ETFs. The firm tailors portfolios to meet clients' investment goals, with no custody of client funds. Merited Wealth provides financial planning services covering various topics, such as investment planning, retirement planning, and tax planning, under hourly or flat fee arrangements. Clients can place reasonable restrictions on investments in their portfolios. The firm's investment strategies are primarily long-term focused, with the option for clients to change objectives. Merited Wealth does not accept performance-based fees and acts as a fiduciary for retirement accounts, ensuring advice is in clients' best interests. The firm does not have a minimum investment account size but requires a minimum fee. Merited Wealth does not have custody of assets and does not share personal information for marketing purposes. Clients have the right to limit information sharing and can request a copy of the Privacy Policy annually. For more details, contact Merited Wealth at 305-722-0091 or [email protected].
$105,711,182 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in North Bay Village, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case North Bay Village. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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