$12MM AUM | $85,000 GDC in Jacksonville, FL

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Successor
Location
Jacksonville, FL, US
Fee 0% Commission 100%
Gross Revenue
$85,000.00
# of Accounts
50
Avg Client Age
55
Overview

The Merrell Brothers are an independent Registered Investment Advisor that offers ongoing portfolio management based on our in-house fundamental analysis. The firm offers personalized financial planning and ongoing portfolio management based on our in-house fundamental analysis. The firm will be following several of Warren Buffett, Charlie Munger, and Benjamin Graham’s core investment principals. In addition to focusing on individual stock portfolios, Merrell Brothers, LLC offers an Exchange Traded Funds (“ETF”) portfolio option using some of the principals above.e typically recommend a blended portfolio of both individual stocks and ETFs to meet the client’s financial goals. We are 100% fee based and have a fiduciary to all of our clients. We are interested in succession link to grow our business through a buyout, merge, or become a successor in the near future.

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